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Independent Macro Research Powering
Institutional Investment Strategies

Providing investment institutions and professionals with the clarity and conviction needed to invest in complex markets through disciplined macro frameworks, strategic positioning, and deep asset class insight.

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:

  • Align portfolio strategy with macro cycles and regime shifts
  • Guide allocation decisions with forward-looking conviction
  • Bridge top-down research and practical positioning across asset classes
  • Enhance IC, team, and client dialogue with structured, independent thinking

Our Research Coverage

Our suite of research supports firms at every layer of the investment stack,
from long-horizon allocation to short-term positioning.
Tactical Asset Allocation (1–4 months)

Tactical Asset Allocation
(1–4 months)

Actionable cross-asset recommendations, including SPX-specific calls, built on proprietary quant signals, behavioural indicators, and liquidity tracking.

Strategic Asset Allocation (6–24 months)

Strategic Asset Allocation
(6–24 months)

Quarterly views on global portfolio composition, covering equities, bonds, commodities, credit and cash, rooted in macro trends, regional cycle analysis and valuation.

The Daily Dose of Macro & Markets

The Daily Dose of Macro
& Markets

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.

Global Macro Reports

Global Macro
Reports

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.

The Short View

The Short
View

Weekly commentary interpreting speculative positioning and sentiment data (CFTC COT), applied to price action across major asset classes.

Monthly & Thematic Allocation

Monthly & Thematic Allocation

Complementary insights into emerging sectors, commodity themes, or duration-driven views, used by many to adjust sub-strategies or rotate risk exposure.

Longview Letters

Longview Letters

High-level macro perspectives designed to inform strategic planning, investor communication, and internal dialogue, not just interpret data, but provoke structured thinking.

Who We Support

We work with firms across the institutional investment spectrum:

  • Multi-Asset Portfolio Managers
  • Private Bank & Wealth Management Teams
  • Independent Financial Advisers & RIAs
  • Investment Consultants & CIOs
  • Economists & Strategic Asset Allocators
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Access & Delivery

Our institutional research integrates flexibly into your workflow:

  • Weekly, monthly, and quarterly delivery
  • PDF briefings, slide decks, and raw data
  • Optional strategic calls and quarterly briefings
  • Licensing for teams, networks, or firm-wide distribution
Access & Delivery

Start the Conversation

If you're ready to elevate your process with sharper, more independent institutional investment strategies, we'd be happy to walk you through what working together could look like.