Macroeconomic analysis & strategy

investment strategy • asset & capital allocation • market intelligence

Macroeconomic and investment strategy research, asset allocation analysis, decision-support analytics, economic council, and bespoke advisory.

  • Macro research portal
  • Intelligence dashboards
  • Asset allocation portal
  • Board intelligence packs
  • Private strategy meetings
  • Group seminars
  • Retained economic council
  • Special projects
Focus & Scope
  • South Africa, US, Europe, Asia
  • Core horizon: 6 months-5 years
  • Rates, currency, bonds, stocks
  • Business/credit cycle, asset cycles

Our clients include:

  • asset & wealth managers
  • private equity funds
  • industrial firms
  • research institutions
  • credit bureaus
  • VC funds
  • think tanks
  • HNWIs

“It is not by augmenting the capital of the country, but by rendering a greater part of that capital active and productive than would otherwise be so, that the most judicious operations of banking can increase the industry of the country.” – Adam Smith

“Men err in their productions, there is no deficiency of demand.” – David Ricardo

“Whoever wants peace among nations must seek to limit the state and its influence most strictly.” – Ludwig von Mises

“I do not think it is an exaggeration to say history is largely a history of inflation, usually inflations engineered by governments for the gain of governments.” – Friedrich Hayek

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