Macroeconomic analysis and strategy

macro analysis • investment risk • asset allocation strategy

  • Macro research portal
  • Asset allocation portal
  • Risk-monitoring dashboards
  • Macro chart books
  • Private strategy sessions
  • Group/Team seminars
  • Retained economic council
  • Bespoke projects/advisory
Focus & Scope
  • South Africa, US, Europe, Asia
  • Core horizon: 6 months-5 years
  • Rates, equities, FX, macro policy
  • Business/credit cycle, asset cycles

Our clients:

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

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

“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

“The art of economics consists of looking not merely at the immediate but at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups.” – Henry Hazlitt

“History speaks only to those people who know how to interpret it.” – Ludwig von Mises

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