17 June 2022 NextGenerationEU: Lofty commitments, slow disbursal At Longview, a lot of our time is spent performing in-depth analysis and number crunching to...
20 May 2022 What Happens When TINA Unwinds? As part of our new 'Quant Monthly' product we are publishing various appendices which analyse the...
25 April 2022 Gold: Confusion Abounds Please find below an extract from our latest Longview on Friday. For any research enquiries, please...
22 March 2022 Is Covid Making a Comeback? Please find below an extract from our latest COVID-19 Update. For any research enquiries, please...
16 March 2022 Introducing Longview's Europe Natural Gas Imports Tracker Gazprom stopped updating its gasflow data on 24th February. As such, it has become difficult for...
16 March 2022 COVID-19 Update: Asian Cases Surge; China Locks Down Please find below an extract from our latest COVID-19 Update publication. The full piece can be...
10 March 2022 Valuation: (near) Record Cheap Equity Valuations Please find below a summary of the valuation section of our latest Quarterly Global Asset...
23 February 2022 Tightening Liquidity: A Zombie Apocalypse? Please find below a summary of February's Quant Monthly. Quant Monthly is our new publication which...
26 January 2022 Gold: After a Flat Year, What's Next? Please find below an extract from our latest SHORT VIEW - the full piece is available to private...
24 November 2021 Why are Covid Infections Rising in Europe? The Netherlands imposed a three-week partial lockdown and are planning to ban the unvaccinated from...
27 October 2021 "Is it time for Plan B?" “You have got to recognise that we need a national mobilisation. You’ve got to recognise there is a...
14 September 2021 “Is Crypto the Next Subprime?” Conference Rules of Thumb: Short the Consensus “Crypto is the next internet, no investors want to...