What we offer
Our Multi-Asset Tactical Analysis service offers expert insights into global markets, emphasizing equities and forex. Receive actionable reports and alerts for strategic decision-making.
Benefit from Performance Coaching sessions focusing on advanced topics like risk assessment, stress management, and mental strategies. Whether refining your portfolio or enhancing trading skills, our comprehensive offerings cater to your financial expertise.
Join us and navigate the financial landscape with assurance.
Our Offerings
Research Advisory
Differentiated alpha, idea generation overlay, enhanced by market timing, focusing on global cross-asset, with thematic analysis of Equities, FX, Commodities, Rates & Crypto.
Consultancy
Tailored, bespoke work, portfolio review, best trade ideas, in-house strategy development & training.
Training
Primarily market & mind training & coaching, including strategy development, performance enhancement & risk optimisation.
Speaking Events
Opportunity to share key insights, live-in person, online, or hybrid, with ongoing training resources.
Multi-Asset Tactical Analysis
Research-Advisory & Education
Provides actionable insights and education on global investment strategies, focusing on equities and foreign exchange markets, while leveraging behavioural analysis and timing models to generate alpha, accompanied by actionable reports, portfolio optimization, direct access, and coaching sessions.
- Research-Advisory & Education: Providing insights and education on global, multi-asset strategies with a focus on equities and foreign exchange markets.
- Actionable Strategies & Timing Models: Developing strategies based on behavioural analysis, cycles, and timing models to generate differentiated alpha.
- Reports & Alerts: Delivering actionable reports covering short-term tactical moves and long-term thematic insights, along with intraweek trade alerts and performance tracking.
- Portfolio Review & Optimization: Reviewing portfolios, identifying top performers, and optimizing risk for idea generation.
- Direct Access & Support: Offering direct access through various channels like video calls, conferences, and chat lines for client support and interaction.
- Education & Coaching: Providing education and coaching sessions on financial markets and investment strategies.
Value Proposition
Gold
- Gold Combo Reports:
ST Tactical, LT Thematic
& Event Insight - Proprietary Trade Alerts,
with performance reports - Portfolio Review
- Direct Access (Video, Conference call, Chat-line)
- Consultancy Research /Advisory add-on available*
- 1:1 Performance Coaching session add-on available*
Silver
- Silver Combo Reports:
ST Tactical (weekly) &
LT Thematic (monthly) - Conference calls
- Live Ask Me Anything
Global, Multi-Asset Coverage
- Major Macro Markets :
SPX, EUR/USD, Gold, US10Y & Selected Markets, or - FX (G10) Majors, or
- Equities :
US, UK, Germany, Japan, China and India
Bronze
- LT Thematic (monthly)
- Webinars (Market insights & Education learning path)
- Community Q&A:
Get answers to your questions
*Add-on pricing varies on frequency and mandate
Customised packages available subject to discussion
