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Institutional-quality research curated for the professional individual investor

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We offer a number of options to cater for a range of budgets, goals and experiences. Whether you're looking at how to invest, to take a more active role in your pension allocation, adding to your thematic trading portfolio, or futures trading, we have an option for you.

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Top Quality Research

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proven track record

Our track record speaks for itself. We publish performance of all our calls and products on the website with full transparency.

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The Complex Made Simple

These products condense a breadth of market and economic analysis into digestible form.

Our Research

The Daily Risk Appetite Gauge

The Daily Risk Appetite Gauge publication comes out every business day before 9:30am London time, and includes a 1 – 2 week LONG or SHORT recommendation on equity index futures, typically S&P500 futures. The publication also features an overview of global markets movements, economic and political events, key macro data releases and a summary of the message generated by our suite of proprietary models.

Longview on Friday

The Longview on Friday brings together every aspect of Longview's weekly analysis and strategic investment advice. The report updates key themes, outlines crucial trading advice and drills deep into the most relevant market movements and macro trends. The Longview on Friday has successfully predicted and remained ahead of key global trends. The report identifies the key themes that will drive global markets in the short and long term.

 
 

Tactical Asset Allocation

The Tactical Equity Asset Allocation is an explicit recommendation on the outlook for the S&P500 Index on a one to four month horizon based on our suite of medium-term quantitative models and our analysis of the global economic cycle. Here are some of our latest titles:

"Pullback – Ongoing or Over?" 1st August 2024

 “All Eyes on Liquidity: How Much is Left?” 2nd July 2024

 “Equities: Further Near Term Downside Expected” 2nd May 2024

“Equity Uptrend Ongoing (for now)” 3rd April 2024

Quarterly Asset Allocation

The Quarterly Global Asset Allocation is a recommendation for a global portfolio comprised of equities, bonds, commodities, credit and cash with a six to twenty four month investment horizon. The recommendation is based on our assessment of the global economic cycle, the current key investment/macro themes, our assessment of market valuation and analysis of other key factors which drive medium to long term investment cycles. Each quarter there is a section with a detailed analysis of the economic cycle in the USA, Eurozone and China. There is also a section dedicated to valuation across all key asset classes, as well as a front section with detailed recommendations and rationale. Here are some of our latest titles:

"Reduce Bond & Some EZ Equity Weightings (for now)" 28th June 2024

 “Positioning Ahead of a Summer SELL-off” 20th March 2024 

Global Macro Report

In our Global Macro Reports we identify and explore key macro themes & the global economic cycle in key global economies. The reports frequently examine the US, EU & China and less frequently analyse other major economies. Here are some of our latest titles:

“BoE Too Slow to Cut Rates - A.k.a. Growing Risk of Oversteer”  25th June 2024

“Japanese CPI: ‘Hot or Not’? a.k.a. Is Japan emerging from its long slumber?” 29th May 2024

 “How High is US Recession Risk? Is Growth Slowing? Have the US & EU Decoupled?” 22nd May 2024

The Short View

The Short View is primarily about recent, short term market movements in key asset classes (equities, bonds, rates, currencies, commodities and volatility). Much of the thinking in the product is based on positioning and sentiment shifts. The product draws upon the Commodities Futures Trading Commission’s (CFTC) ‘Commitments Of Traders’ report (COT), which is published each week. We take the data from this,  that relates to speculators, and include it as part of our analysis of recent market price action across key asset classes (and then outline our conclusions in the Short View publication). Here are som eof our latest titles:

"OIL: BUY Case Brewing" 30th July 2024

 “Copper: ‘AI Darling’? Or Bear Market Ongoing?” 23rd July 2024

Monthly Asset Allocation

To supplement our Quarterly Global Asset Allocation which focusses on the US, Europe and China, we publish a Monthly Asset Allocation which digs deeper into specific other themes/sectors/asset classes such as commodities, bonds and emerging markets. We then update our Global Asset Allocation recommendations for these asset allocations.

Longview Letters

Longview Letters look in depth at key long term themes which relate to the outlook for global financial markets & the global economy. These thematic pieces aim to provoke thinking and often form the basis for podcasts and newspaper editorials.

 
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FAQ

How do I invest in the stock market and what resources can help me get started?

Investing in the stock market can be a rewarding way to grow your wealth, but it requires a solid understanding of market dynamics and strategies. To get started, it's essential to educate yourself on different views of "how to invest," whether you're interested in long-term growth, swing trading, or futures trading. We have strong client references endorsing our paid products, however, if you are not sure where to start then our trading newsletter in the free Intro provides expert insights and market analysis to help you navigate the complexities of the markets. Whether you're a beginner or an experienced trader, our resources are designed to guide you in making informed investment decisions.

Do I need any prior investing experience to benefit from these products?

Each of our products are tailored to different types of investors. Our Quarterly Asset Allocation, for example, focusses on long term strategic investments, while The Daily Risk Appetite Gauge focuses on 1-2 week views. Alternatively, our Global Macro Report focusses on key economic developments in a variety of key economies. 

Is it time consuming to become a successful investor?

Successful investing requires a significant time investment. Comprehensive analysis of data and events, keeping up to date with the latest market developments, as well as tracking and adjusting portfolios takes up a lot of time. Our repertoire of products aim to provide all of the above, but in a quick and digestible format. 

How can I figure out which product(s) is/are right for me?

If you click on the 'Read more' links above, they will take you through to a detailed description of each of our packages, and what they provide. Should you require further detail, please feel free to contact us using the contact us link in the header.