Our deep expertise in macroeconomics and geopolitics enable our investment strategists to dynamically spot both strategic and tactical asset allocation opportunities. By combining our deep macro understanding with rigorous market analysis and asset class research, we provide clients with high-conviction views on the best course of action to take to capitalise on opportunities and avoid risks.

Our multi asset research supports our clients' internal asset allocation processes with absolute calls and relative positioning in a model portfolio with a 3–6-month investment horizon, updated each month.

Our Services

Our Investment strategy research expertise underpins all of our three research services: Global Macro, China and Global Emerging Markets and Global Strategy.

Our Track Record

We take great pride in our 30 year track record of independent investment strategy research, and we believe that our past research and investment strategy calls speak for themselves.

Using an integrated asset allocation approach, we construct the optimal asset allocation framework to provide our clients with strategic asset allocation advice. The following analysts contribute to our asset allocation framework:

Our Investment Strategy Team

Head of Macro Strategy
, Head of Macro Investment Strategy Research

Andrea Cicione

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EM Macro Strategist
Jon Harrison, Head of EM Investment Strategy Research

Jon Harrison

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Analyst, Asia Property
Andy Lawrence-3

Andrew Lawrence

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Macro Strategist
Martin Shenfield, Macro Investment Strategist

Martin Shenfield

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Recent Research Examples

Investment Strategy
21 Feb 2022

unlock-marketsTime to pivot towards EM

Amid the escalation of market volatility linked to Ukraine and ultra-hawkish rhetoric on future Fed rate hikes, some readers may find it odd that we are recommending EM at this time.

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Investment Strategy
18 Feb 2022

unlock-marketsCredit cycle moving to slowdown phase

We keep our overall equity allocation unchanged but rotate from DM to EM. We cut IG and HY credit as well as EM Debt, going to an overall fixed income u/w of 16%.

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Investment Strategy
09 Feb 2022

Unlock marketsPeak hawkishness?

For the past couple of months, our CyclQEST framework has been signalling that the US credit cycle has moved into the Downturn stage (i.e., credit conditions easier than the cyclical average but tightening).

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Investment Strategy
14 Jan 2022

unlock-marketsThe Fed, Omicron and the great yield rotation

We keep a pro-risk stance owing to a constructive macro outlook and the news of tighter monetary policy compensated by positive Covid developments.

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MACRO RESEARCH

Our macroeconomic analysis provides that foundation for our global investment strategy research. Our macro expertise gives us a unique perspective that allows us to present courageous, fresh, long-term thinking with high conviction.

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GEOPOLITICS

Politics and government policy are increasingly significant global investment strategy drivers, and our world-wide team of geopolitical analysts are able to provide critical, timely insights into political shocks and policy developments that will influence investment performance - both regionally and globally.

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