Bridging Academia
& Industry

What makes us different

We work closely with academics in finance and political science to bridge the gap between theory and practice.

We trust most central banks in their economic analysis and simply translate into investment strategy.

All our research publications are continuous, consecutive and interconnected.

Our Products

Looking at the world from a different perspective

Global Investment Strategy

Global Fixed Income Strategy

Global Sectors

Geopolitical Currents

Emerging Markets Strategy

Global Investment Strategy

Recommends an overall portfolio allocation strategy across industries, asset classes and regions.

Global Fixed Income Strategy

Delivers asset allocation advice for bond and loan investors – from duration and convexity to credit spread and real yield analysis.

Global Sectors

Looks at the world across industries with a special focus on banks and energy.

Geopolitical Currents

Analyses geopolitical risks and applies it to various asset allocation strategies.

Emerging Markets Strategy

Delivers economic, equity, fixed income and FX advice on various developing economies.