Research register

A searchable register of all Thematic Markets research

One of the distinguishing aspects of my research is its longevity.  I am regularly asked for reports that I wrote as long as a decade ago for the simple reason that the fundamental Themes that define my research drive the global economy and markets at every horizon: days, weeks, months, years, even decades.  To help clients more easily find past reports I have created a searchable register of every (hyperlinked) research report, with a brief description of the article, all trades and asset-allocation views listed by asset class, and each Theme in the report.  You may want to bookmark this article as I will update the enclosed register regularly.