research and insights

As a global macro-investment manager, we take a diversified approach spanning more than 50 different markets. With deep expertise in portfolio construction and risk management, we develop insights and design strategies to deliver value to our clients through any economic environment.

Selected Highlights

How the Economic Machine Works

The economy is like a machine. At the most fundamental level it is a relatively simple machine, yet it is not well understood. Below we explain timeless insights of how it works and share long term perspectives that illustrate these forces playing out.

insights sourcing

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