A holistic approach
Our models, developed over the past twenty years, lie at the heart of our research process. The message of those models, combined with our experience and analysis build our core, central views, which we then express through a number of research products. As such, no matter what piece you are reading, our views are coherent and consistent.
unafraid to be contrarian
We are not afraid to be bold with our research and challenge market consensus. We are extremely proud of our proven history in making contrarian decisions while still returning strong, positive returns.
proven track record
We regularly update and publish our track records, to enable our clients to monitor the performance of our recommendations. This careful tracking of our recommendations is also a key part of our work to continually improve our understanding & awareness of macro and markets.
Independent and impartial
Our research is driven by what's interesting and what matters. We make it our business to stay on top of what's important across the global financial landscape, and write clear and candid recommendations.