INVESTMENT STRATEGY

GLOBAL MARKET ANALYSIS
ASSET ALLOCATION MODEL
SECTOR ROTATION MODEL
LONG / SHORT ALPHA MODEL
ACTIONABLE TRADE IDEAS
MACRO PERSPECTIVES

 

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The ALPHA INSIGHTS investment strategy and trading advisory service includes our flagship publication, Review & Outlook, a 100-page monthly chart compendium analyzing global markets, 

identifying change, and highlighting shifts in leadership trends. 

Our work seeks to produce tactical asset allocation tilts and actionable long and short stock ideas, underscoring leaders and laggards that have a high probability of generating alpha for your portfolio. The publication evaluates U.S. equity markets and sectors, as well as 15 developed and emerging foreign equity markets, and offers macro perspectives on commodities, currencies, crypto, and rates. It includes a complete list of our top long and short portfolio alpha drivers by sector. The monthly publication is supplemented with our Weekly Playbook  publication, which includes timely macro observations, updated market commentary, and a list of fresh new trade ideas each week, along with special Interim Bulletins when we identify an important trend change between regularly scheduled publications. Also included is our Idea Generator Lab report, highlighting our top actionable trade ideas each Wednesday.