A Strategic Partner for Professional Investors
For over 15 years, Longview has supported institutions and advisers globally with macroeconomic intelligence and asset allocation frameworks that elevate investment thinking. Our research helps you:
For over 15 years, Longview has supported institutions and advisers globally with macroeconomic intelligence and asset allocation frameworks that elevate investment thinking. Our research helps you:
Actionable cross-asset recommendations, including SPX-specific calls, built on proprietary quant signals, behavioural indicators, and liquidity tracking.
Quarterly views on global portfolio composition, covering equities, bonds, commodities, credit and cash, rooted in macro trends, regional cycle analysis and valuation.
Delivered Tuesday to Friday, this brief includes a single chart and two concise paragraphs that highlight key global macro developments, providing a quick but sharp read on the forces moving markets.
Analytical briefings on structural and cyclical shifts in the global economy, including deep coverage of the US, Eurozone, China, and macro themes influencing portfolio risk.
Weekly commentary interpreting speculative positioning and sentiment data (CFTC COT), applied to price action across major asset classes.
Complementary insights into emerging sectors, commodity themes, or duration-driven views, used by many to adjust sub-strategies or rotate risk exposure.
High-level macro perspectives designed to inform strategic planning, investor communication, and internal dialogue, not just interpret data, but provoke structured thinking.
We work with firms across the institutional investment spectrum:
Our institutional research integrates flexibly into your workflow: