MacroResearchBoard
| Independent Investment Strategy
Collective Not Consensus
The danger of creating one house view is to fall into the trap of compromising or voting on strategy. This is not a risk at MRB. Our team joins forces, so that we never need to compromise.
MRB has a team of highly skilled and inquisitive researchers. We devote the resources and time to engage in original and creative thinking, as well as challenge the status quo. This process often leads to unconventional ideas as well as differences of opinion, which MRB embraces.
We don’t shy away from debates, but rather embrace them. Our research team firmly believes that these are the areas of greatest investment opportunities. We brainstorm the topic, outline the issues, and devote team members to research deeper and uncover the answers. The results are usually remarkable, and often include gems and non-consensus ideas.
A TOP-DOWN APPROACH
Asset prices are driven primarily by trends in economic growth, inflation, policy and liquidity/financial conditions. Individual asset classes respond differently to ... View More
INTEGRATED FRAMEWORKS
MRB's unique and extensive set of frameworks help us effectively analyze and forecast the world economy, policy and major asset markets ... View More
ANALYTICAL INFRASTRUCTURE
MRB economic and financial databases enable mass volume data analysis, statistical and econometric evaluation, and chart presentation. These databases are fed by a wide range of sources ... View More
THE ROADMAP
MRB builds a roadmap to indicate the underlying path of growth, inflation, policy and asset prices. This provides a trend to frame our cyclical analysis ... View More
CYCLICAL OUTLOOK
MRB forecast cyclical economic momentum, inflation, interest rates/policy, exchange rates, commodity prices, etc. ... View More
COLLECTIVE NOT CONSENSUS
The danger of creating one house view is to fall into the trap of compromising or voting on strategy. This is not a risk at MRB. Our team joins forces, so that we never need to compromise ... View More
INVESTMENT STRATEGY
MRB establishes one comprehensive house view. Investment strategy and recommendations are based on our extensive research, proprietary frameworks, models and indicators, and the experience of senior team members ... View More