Our investment strategists absorb our teams’ political and economic analysis. Then, using a market lens, they provide our clients with independent investment strategy research, including views on asset allocation strategic, tactical investment positioning and portfolio risk management.

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

Our Approach to Investment Strategy Research

Timing is key, and our focus is to determine the optimal moment to increase or reduce exposure to a specific asset class or make a tactical trade. We take pride in presenting our clients with resolute ideas based on their specific needs, giving them an opportunity to adjust to their portfolios with greater confidence. In many cases, we act as a ‘sounding board’ or a ‘second opinion’ to help you see how interdependencies and interconnections will have an impact on your investment strategy.

Using detailed economic and political risk analysis as the building blocks of our strategy, our team of expert strategists assess market positioning and technical signals and quantitative strategy research model to formulate asset and investment recommendations based on the most likely outcomes. And our agnostic approach to asset classes allows us to give you the best value recommendations - whether that's cross-asset, multi-asset or within asset classes.

 

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.

Investment Strategy
24 Mar 2021

unlock-marketsOne year on: Ensuring portfolios are Covid-safe

Earnings expectations have caught up with the pre-crisis level; risk here remains to the upside. But high household exposure to equity markets has in the past preceded sharp market falls.

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Investment Strategy
01 Mar 2021

unlock-marketsHigher yields expose equity market fragility

Rising yields are accelerating a much-needed normalization in equity multiples. Equities are a good inflation hedge, unless inflation turns counter-cyclical.

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Investment Strategy
05 Mar 2021

unlock-marketsOil: New playbook, same old cycle

We have often made the argument that although the nature of the Covid shock makes this macro cycle unique, it is important not to lose sight of the fact that this remains a cycle. The same is true of the oil market. 

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Investment Strategy
01 Mar 2021

Unlock marketsHouseholds $1.6tn in "excess" savings, inflation to take off?

Headline figures overestimate the “excess” savings that households have accumulated since the outbreak of the pandemic. To be sure, the personal saving rate will fall as consumers spend more of their disposable income on eating out, going to the theatre and on holidays, for example.

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Our Investment Strategy Team

Head of Macro Strategy
, Head of Macro Investment Strategy Research

Andrea Cicione

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Head of Research
Oliver Brennan, Senior Macro Investment Strategist

Oliver Brennan

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

Jon Harrison

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Analyst, Asia Property
Andrew Lawrence, Analyst Asia Property investment strategy

Andrew Lawrence

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Macro Strategist
Martin Shenfield, Macro Investment Strategist

Martin Shenfield

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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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