Inflation Nation

Download "Inflation Nation. What it means for your portfolio" by Andrea Cicione, Head of Macro Strategy

We’re looking through the inflation spike and staying constructive on risk assets. This new leg of the reflation trade should be welcomed rather than feared. Investors rotating into cyclical sectors is a natural consequence of the cycle progressing towards a more mature stage.

Head of Strategy
Andrea Cicione, Head of Macro Strategy

Andrea Cicione

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How we work with our clients

Our culture is to produce high conviction views, constantly test them and holding ourselves to account. And we are storytellers trying to explain a complex world. By specialising in serving the investor community, we are able to apply our macro and thematic thinking to the specific needs of varied investment professionals across multi-asset, equities, fixed income, wealth management and specialist classes. Clients use our views both as raw material to inform their own research process and as a source of specific ideas to inform trades or asset allocation over the short, medium and long-term.

Our Services
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Our Services

Our services allow us to be flexible in how we contribute to clients' investment processes. Half of the world's top 100 asset managers use our research​.

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Charts and Blogs
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Charts and Blogs

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.

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Track Record
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Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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