Reporting & Communications
We provide a mix of varied communications and written reports to suit client needs:
- Meetings in-person, conference calls, presentations.
- Written reports that vary in scope (quarterly & monthly economic updates).
- Letters on topics that arise from current events, policies & their commercial impact.
- Snapshot tables & graphs to give in-depth overviews of market sectors.
Navigation System
These communications capture:
- Strategic Choices: Monthly independent advice on policy-induced volatility.
- Crisis Trigger Alert: Real-time notification of structural pivots (U-turns) in G4 (US, EU, China, Japan) monetary or fiscal policy.
- Quarterly Strategic Roadmap: A deep-dive stress-test of the Client’s portfolio against emerging geopolitical and liquidity cycles.
- Financial Investment Advice: on currencies (USD, EUR, YEN), interest rates, equities, financial derivatives including freight derivatives, portfolio allocation and hedging.
- Practical Advice:
While we use sophisticated algorithms & control theory in our bespoke macro-financial-geopolitical-industry models to provide a deep understanding of markets, we present strategic binary breakdowns of options resulting from structural changes, for example:
- Is the fiscal-monetary policy wedge widening or narrowing?
- Does this require a shift in asset allocation, hedging or investment strategy?
- What degree (%) should we invest in each asset class?
- What probability (%) do we assign to each scenario? - Strategic Asset Allocation: Identify turning points for buying & selling assets (tangible & intangible), the cost of capital, and structural changes to market signals as a result of the financialization of asset classes.
- Optimal Policy Path Analysis: Advise clients on how governments should & will likely react to the Twin-Deficit according to stated optimal policy objectives, and associated risks.
- Interdisciplinary Risk Assessment: Our unique methodology fuses macro-housing-financial-shipping cycles and monetary policy to convey a unified risk analysis.
- Executive Mentorship/Training: Transitioning the focus of senior leadership from product-commissions to relationship-driven, macro-strategic thinking.
We utilize Nash and Pareto equilibrium models to determine whether international actors (US, China, EU, Japan, BRICS) are moving towards competition or cooperation. This allows us to predict shifts in:
- The Cost of Capital (e.g., in response to the Twin Deficits and reshoring initiatives).
- Asset Valuations (e.g., in response to the weaponization of energy and resource security).
- Geopolitical Stress Testing: Evaluate how Trade Wars or Reshoring impact specific supply chains, trade, asset classes, reshape trade patterns and alliances between Advanced and Emerging Economies (AE-EE).
- Trade arbitrage: Assess the factors, identify the range of prices and its impact on associated sectors.