Overview
Using our macroeconomic forecasts, coupled with market expertise, we produce independent asset allocation and investment strategy analysis for multiple asset classes for strategic and tactical investors.
What does it include?
A complete solution to help you identify key investment opportunities across the world and optimise your current portfolio.
Tactical and strategic asset allocation
Monthly-updated asset allocation views looking 12 and 36 months ahead.
Macro strategy themes
Regular in-depth analysis of major issues coupled with our high-conviction tactical views.
Asset deep dive
Four separate reports for cross-asset, equity, fixed income, and FX strategy each month.
Direct access to economists and strategists
Direct contact with our strategists to get timely answers to your most pressing questions.How we can help
How we help you harness the opportunities of an increasingly uncertain world
The ‘sweet spot’
Combining our shorter-term views and long-term expected returns, we generate high-conviction calls to assist you in finding the sweet spots between tactical and strategic asset allocation approaches.
Quantitative rigour
The unmatched expertise
- Developed markets: US, UK, Japan, Germany, France, Italy, Spain, Switzerland, Canada, Australia.
- Emerging markets: Turkey, Russia, Poland, South Africa, China, Indonesia, South Korea, Malaysia, Taiwan, Thailand, Brazil, Mexico.
Resources and events
Financial markets
Takaichi’s big win doesn’t affect the fiscal outlook for Japan
Economic growth
US and Chinese strength won’t boost all other economies
Global trade
China up the value chain and deeper into export markets
Economic growth
2026 Global economic outlook conference: Top questions on AI, trade, politics and growth
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Economics for Asset Managers
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