INVESTMENT STRATEGY
GLOBAL MARKET ANALYSIS
ECONOMY, POLICY, & RATES
ASSET ALLOCATION MODEL
SECTOR ROTATION 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 comprehensive 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 developed and emerging foreign equity markets, and offers macro perspectives on commodities, currencies, and rates. 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 weekly Idea Generator Lab report, highlighting our top actionable trade idea each Wednesday.