- Economic/investment research targeted at the institutional investor community.
- Thematic papers published about once per month, weekly commentaries, covering a wide variety of topics.
We look for investment opportunities by studying changes in government economic policies around the world. Government policies effect producers and consumers by changing incentives. We provide insights on monetary policy, fiscal policy and regulatory policy.
The way we see it, governments “rearrange GDP” in millions of ways. Government is the 800lb gorilla in every city, state, country and industry. We are here to bridge the gap and connect the dots!