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
19 Jan 2021

unlock-marketsCOVID19 Chartbook - Vaccine Risks

Almost 30% of Israel’s population has received the Pfizer vaccine and post-vaccine studies offer promising results about high antibody levels. The UK is vaccinating at-riskgroups at a pace of 4% of the population per week and incoming US President Biden wants 100million shots over the next 100 days (the current pace is around 850k per day).

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Investment Strategy
18 Dec 2020

unlock-marketsK for now, Synchronized later

A rapid, post-Covid recovery is our call for 2021, once the vaccines have taken hold. Goldilocks rules for China, US and Europe in 2021: growth with low inflation, owing to the normal lag of inflation to real growth.

 

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Investment Strategy
13 Jan 2021

unlock-marketsRising Yields Will Not Derail the Recovery

The end of the recovery before it even started? It was less than a month ago that we highlighted the value of a bet on higher US yields as a portfolio hedge. We did not expect the hedge to be so valuable so soon. Indeed, the sharp rise in yields warrants a reassessment: is this the trigger for a new crash? Is this a 2018Q4 replay?

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Investment Strategy
30 Nov 2020

Unlock marketsThe Vaccine Matrix: Winners and losers

What does the great rotation mean for countries’ economies? Is it simply a case that those most affected by the virus will also recovery the most? This is not simply a case of mean-reversion. Take Mexico for example: hurting from a 10% growth contraction ytd, and with poor existing COVID infrastructure, the vaccine could bring much-needed relief.  

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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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