Institutional investors

Our investing clients fall into the following categories:

• 'Top-down' portfolio managers looking for constant calibration of country risk, macro calls and early warnings on new global themes
• 'Bottom-up' portfolio managers seeking a ‘one-stop shop’ to keep abreast of top-down drivers, receive offbeat sector ideas and gain an understanding of policy impact on the companies in which they choose to invest
• Asset allocators working for pension firms, endowments, family offices and wealth management firms
• Private equity investors who need help researching and explaining country risk, validating investment themes and making macro forecasts