Why MRB?
Let us introduce you to what makes us unique among macro reseach providers.
01
Leaders In
Idea Generation
We cut through the noise to provide better 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.
02
Experts in Thematic Investing
Everybody enjoys a great story, especially one they can profit from.
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. Together these bite size themes outline MRB’s holistic view of the world.
One of the strengths of our themes is that they tend to be multi-year in nature, helping provide a useful roadmap to aid clients in setting investment strategy.
We outline which themes are likely to be in vogue and the financial market vehicles that will benefit most over the next 6-12 months.
03
Powered by Frameworks
MRB’s frameworks are our competitive advantage.
Qualitative analysis often lacks rigour, while quantitative analysis can lack flexibility to deal with macro shocks or shifting structural trends; we find the sweet spot is in the middle.
Our use of indicators, models and qualitative analysis serves as a complement to our frameworks.
Our frameworks have been crafted from decades of collective experience of our senior strategists. This unique and extensive set of integrated frameworks help us effectively analyze and forecast the world economy, policy and major asset markets.
04
Driven by One Team
We have talented investment strategists, but the value is in how we form our team.
Many research providers are simply too small to offer in-depth analysis or to cover a breadth of markets. Those that have a larger staff, tend to forgo this benefit by dividing them into small silos, often with competing views.
MRB has a substantial bench of leading asset class and regional experts working across the globe. However, we operate as one cohesive team. This approach adds precision and firepower in our coverage of all major asset markets.
05
One House View
We draw clear and decisive conclusions from our research, so you don’t have to.
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.
MRB’s entire team works to determine the correct view for each market we cover. There is nothing vague about our recommendations and we are not shy to hold ourselves accountable.
Our goal is to provide fresh ideas and clarity to support your investment process. Putting in the hard work to offer a coherent and consistent set of recommendations with conviction is something we take seriously.
06
Truly Global
Financial market opportunities and risks don’t stop at national borders, why would our investment strategy.
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 factors originating outside the markets or regions in which they invest.
MRB was formed with a truly global foundation. We provide extensive regional analysis, including in the U.S., Europe and emerging markets. But our investment strategy is always placed in an integrated global context.
07
Integrated
Multi-Asset
Financial markets don’t operate in silos, why would we?
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.
08
World Class Servicing
We aim to build strong longstanding relationships with our clients.
MRB has a highly knowledgeable client relations team that is dedicated to helping investors extract value from our research.
A member of our team will work closely with you to determine how best to personalize our service to meet your needs.
MRB’s team members live and work across the globe to provide clients with a point of contact in their time zone. However, the team works collectively and in collaboration with our researchers, to ensure that clients with multiple offices receive the same exceptional service across the globe.