The Strategic Investor
For the Strategic 'thinker'
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The Strategic Investor is for anyone looking for a recommendation for a global portfolio comprised of equities, bonds, commoditites, credit and cash with a longer investment time frame and an interest in key macro themes & global economic cycles. The Strategic Investor package includes:
- Monthly Asset Allocation - we publish a Monthly Asset Allocation which digs deeper into themes/sectors/asset classes such as commodities, bonds and emerging markets
- Quarterly Asset Allocation - a recommendation for a global portfolio comprised of equities, bonds, commodities, credit and cash with a six to twenty four month investment horizon.
- Global Macro Report - key macro themes & the global economic cycle in key global economies.
- Longview Letters - an in depth look at key long term themes which relate to the outlook for global financial markets & the global economy.
- Longview on Friday - weekly summary of Longview reports, themes and headlines published every Friday