EVALUATE OUR INSIGHTS

See how our services can help your portfolio.  Qualifed professionals can request a complimentary trial of our services.

Our research reports serve both long term and short term institutional investors, providing market insights, forward-looking opportunities and risks, and just-in-time investment recommendations.

Typical Clients:
Chief Investment Officers and key asset allocation decision makers of long-term institutional investors, including pension funds, endowments/foundations, family offices, and multi-asset wealth management platforms.

The CIO-Navigator Package:
Weekly reports: Insights on capital markets which cover economic fundamentals, capital market pricing, drivers and capital flows.  Previews of upcoming potential catalysts, highlighting key risk events, economic data and geopolitical dynamics, pinpointing potential investment opportunities and risks ahead. Focus on intermediary and long-term opportunities, ranging from a quarter to a few years

Thematic reports: Research long-term, structural themes (either secular or cyclical), the implications for investors’ portfolios, and specific investment recommendations to capitalize on the themes.

Just-in-time portfolio allocation alert: Getting the thesis right only solves half the puzzle, getting the timing right is the other half (or more). Our just-in-time portfolio allocation recommendation pinpoints specific time horizon to implement and monetize investment strategies.

Fast Money Navigator

Typical Clients:
Trading oriented family offices, multi-assets investment management firms and hedge funds.

The Fast Money Navigator Package:
Weekly reports: Insights on capital markets which typically cover the relevant economic fundamentals, capital market pricing, drivers and capital flows. Preview of the upcoming week, highlighting key risk events, economic data and geopolitical dynamics, pinpointing potential investment opportunities and risks ahead. Focus on short-term and intermediary opportunities, ranging from a few weeks to a few quarters

Thematic reports: Research long-term, structural themes (either secular or cyclical), the implications for investors’ portfolios, and specific investment recommendations to capitalize on the themes.

Just-in-time trade alert: Getting the thesis right only solves half the puzzle, getting the timing right is the other half. (or more) Our just-in-time trade alert pinpoints specific time horizon to implement and monetize investment strategies.

CIO Navigator