Most research providers are either owned by or structured like publishing houses. Their focus is creating reports, rather than insights. MRB’s focus is idea generation. Publishing reports is merely how we share our ideas. We find this approach leads to more accurate investment strategy, stronger conviction and bolder calls.
We do not believe we need to make a trade-off between being accurate or provocative. Great research can do both. MRB encourages out of the box thinking, and has a solid track record of making accurate non-consensus calls.
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