Research

Investment Reports
We produce 60-70 reports a year on investment strategy, dealing with multiple investment topics. The scope of the research is global, including the main G7 countries, the countries of the European Union and Emerging Markets.

Market Coverage
The reports may be integrated with regular calls/visits and access to the Strategy Team to ensure timely distribution of our ideas and to back up and discuss our views.

Consultancy
Our top-line service is tailored to each client’s requirements, but generally would include multiple copies of all products plus strategy sessions with David Roche and the Strategy Team to review the investment outlook in light of the institution’s portfolio objectives.

Click here to view our archive of reports, or to download a recent report, see the example reports below.

Example Reports to Download

16/11/20

Global

Of men and mice and some things nice

The investment message below is that we are long equities. Not forever. But for now. And we prefer cyclical sectors…

Download (183.5 KiB)

22/10/20

Global

Central Banks and the digital rabbit hole

Central Bank Digital Currencies (CBDCs) are a reality; the timeframe for adoption is the uncertainty. Central bank involvement is not…

Download (180.5 KiB)

24/03/20

Global

Before reality sets in

The economic shock from Covid-19 is being underestimated. This is natural when the immediate priority is safeguarding human life. This…

Download (241.0 KiB)