Many research providers are predominately focused on a single asset class, such as equities. Others do so in their efforts to form internal silos.
We understand that capital markets are interlinked and asset classes influence each other. Our focus on the integrated nature of financial markets frequently results in original ideas and reveals great investment opportunities as well as risks.
We provide asset class-specific analysis, including regional equities, equity sectors, fixed income, foreign exchange and commodities. But we make sure clients are not caught off guard by developments in other markets.
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