MRB was designed to foster idea generation and provide a roadmap for investors in what can often seem like an uncharted macro landscape. Our use of flexible but rigorous frameworks, our integrated global and multi-asset approach, and our formation of one team to create one house view are all part of this process.
We find macro and investment themes are often the most effective way to explain the complex economic and policy environment as well as the in-depth analysis that supports our recommendations ... View More
The world is not short of two-handed economists and strategists, or research firms that do the same by presenting competing views. We know this offers limited value. Our goal is to provide fresh ideas ... View More
Economies, banking systems and capital markets are all globally integrated. Shocks in relatively small nations can result in substantial contagion elsewhere. Investors too often miss out or are sideswiped by ... View More