ROADSHOWS: US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 25       US TMT Policy - Robert Kaminski /Capital Alpha Partners /London   19 - 21 May 25       L/S US Retail and Consumer Staples Ideas - Brian McGough & Daniel Bilosi /Hedgeye /London   19 - 23 May 25       US Healthcare Policy - Kim Monk & Rob Smith /Capital Alpha Partners /London   20 - 22 May 25      
Filters

Filters:

Provider names

Companies

59 Providers Listed for 'Policy'

86Research

Ming Zhao - Founder & Chief Strategist

Scott Morrison - Global Head of Sales

Charlie Chai - Senior Analyst, TMT

Xiaoyan Wang - Senior Analyst, eCommerce Companies

Xueru Zhang - Senior Analyst, Media & Retail

Hanyang Wang - Senior Analyst, EV sector, Fin Tech & Real Estate

Equities

Channel Checks

, Event Driven

, Fundamental

, Long / Short Ideas

, News

, Policy

, Thematic

Consumer

, Media

, Technology

ABCG Research

Taha Bin Sohail - Deputy Director Research

Sohail Yousaf - Research Director

Commodities

, FX

, Macro

Educational Research

, Event-Driven

, Fundamental

, Geopolitics

, Long / Short Ideas

, Macroeconomic

, News

, Policy

, Quantitative Insights

, Technical

, Thematic

, Training

Consumer

, Financials

, Generalist

, Metals & Mining

AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

Xiaobing Wang - Senior Analyst-New Energy/Utility

Ying Lu - Senior Analyst-Health Care

Patrick Chen - Senior Analyst-Tech/Semi

Yi Yang - Senior Analyst-Mechanical

Banks Zhang - Senior Analyst-Semi

Karen Zhang - Senior Analyst-TMT

Joe Jiang - Senior Analyst-Health Care

Equities

Bespoke

, Channel Checks

, Corporate Access

, Data Provider

, Expert Network

, Fundamental

, Long / Short Ideas

, Policy

, Sector Specialist

Generalist

ACG Analytics

David Metzner - Managing Partner

Chris Czerwinski - Director of Macro Policy

John East - Director of Research

Cryptocurrencies

, Distressed Debt

, Macro

Bespoke

, Event Driven

, Geopolitics

, Guest Speaker

, Macroeconomics

, Policy

Energy

, Generalist

, Healthcare

, Technology

, Telecoms

, Utilities

Aldis Institutional Services

Tommy Barletta - Co-Founder and Managing Partner

Corporate Credit

, Distressed Debt

, Equities

, Fixed Income

, Macro

, Private Equity

Bespoke

, ESG

, Event Driven

, Expert Network

, Guest Speaker

, Policy

Health Care

AlphaMena

Kais Kriaa - Co-Founder & Strategist

Pierre-Yves Gauthier - Co-Founder & Chairman of Board of Directors

Corporate Credit

, Equities

Corporate Access

, Corporate Governance

, Data Provider

, Long Only Ideas

, News

, Policy

Generalist

Antipodean Capital Management

Craig Ferguson - Founder

Commodities

, Corporate Credit

, Distressed Debt

, Equities

, Fixed Income

, FX

, Macro

, Other

, Private Equity

Asset Allocation

, Fundamental

, Geopolitics

, Long / Short Ideas

, Macroeconomics

, Policy

, Quant

, Thematic

Generalist

Aurora Macro Strategies

Daniel Lansberg-Rodriguez - Managing Director and Head of EM

Dimitris Valatsas - Chief Economist and Head of DM

Max Hess - Head of Eurasia

Jose-Ignacio Hernandez - Head of Public Debt

Commodities

, Distressed Debt

, Equity Indices

, FX

, Fixed Income

, Macro

Bespoke

, Geopolitics

, Guest Speaker

, Macroeconomics

, Policy

Beacon Policy Advisors

Stephen Myrow - Managing Partner

Macro

News

, Policy

Energy

, Financials

, Healthcare

, Media

, Technology

, Telecoms

Blonde Money

Helen Thomas - CEO

Richard Brownlees - COO

, Macro

Fixed Income

Asset Allocation

, Macroeconomics

, Policy

Buysidebrazil

Andrea Damico - Founder and CEO

Mirella Hirakawa - Partner and Research Co-ordinator

Rita Milani - Senior Economist

Commodities

, FX

, Fixed Income

, Macro

Data Provider

, Geopolitics

, Long / Short Ideas

, Long Only Ideas

, Macroeconomics

, News

, Policy

Capital Alpha Partners

James Lucier - Co-Founder / Macro, Clean Energy & Utilities

Kim Monk - Co-Founder / Health Care

Ian Katz - Financials

Byron Callan - Defence & Industrials

Robert Kaminski - TMT

Rob Smith - Health Care

Charles Gabriel - Co-Founder, President Emeritus

Commodities

, Corporate Credit

, Cryptocurrencies

, Distressed Debt

, Equities

, Equity Indices

, Fixed Income

, Macro

, Other

, Private Equity

Bespoke

, Long / Short Ideas

, Long Only Ideas

, Policy

, Sector Specialist

Clean Energy

, Defence

, Financials

, Health Care

, Industrials

, TMT

, Utilities

Cribstone Strategic Macro

Mike Harris - Founder

Macro

Bespoke

, Macroeconomics

, Policy

CTFN

Jonathan Spitzer - CEO & Editor

Reuben Miller - Executive Editor

Deane McRobie - European risk-arb reporter

Equities

Event Driven

, Policy

Generalist

Diligent Advisors

Vir Singh - Managing Partner

Equities

Bespoke

, Event Driven

, Policy

Generalist

Eurointelligence

Wolfgang Munchau - Co-Founder & Director

Susanne Mundschenk - Co-Founder & Director

Jack Smith - Analyst

Macro

News

, Policy

Flint Global

Ed Richards - Founder

Sir Simon Fraser - Founder

Macro

Bespoke

, Event Driven

, Policy

Generalist

GlobalStrat

Olivier Guitta - Managing Director

Macro

Bespoke

, Expert Network

, Macroeconomics

, News

, Policy

Geopolitics

GMTL Advisory

Simon King - CEO

Equities

, Macro

, Other

, Private Equity

Asset Allocation

, Bespoke;Geopolitics

, Policy

Generalist

Greenmantle

Niall Ferguson - Managing Director

Pierpaolo Barbieri - Executive Director

John Sununu - Director of Growth

Joseph De Weck - Director (Europe)

Chris Miller - Director (Eurasia)

Alice Han - Director (China)

Eyck Freymann - Director (Indo-Pacific)

Jay Mens - Director (MENA)

Nicholas Kumleben - Director (Energy)

Ava Kelley - Director (US Politics)

Julieta Pola - Director (Latam)

Stephanie Petrella - Director (Research)

, Macro

, Fixed Income

FX

Asset Allocation

, Geopolitics

, Policy

Gryphon Strategies

Jay Dawdy - President & CEO

, Macro

Equities

Bespoke

, Policy

Generalist

Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

Josh Steiner - Financials

Tom Tobin - Healthcare

Jay Van Sciver - Industrials

Neil Howe - Demographics

Ami Joseph - Technology

Andrew Freedman - Communications

Lt Gen Emerson Gardner - Defense Policy

Paul Glechur - Telecom & Media Policy

Joe McMonigle - Energy Policy

TT Taylor - Macro Policy

Emily Evans - Health Policy

, Macro

, FX

, Equities

Commodities

, Fixed Income

Asset Allocation

, Fundamental

, Long / Short Ideas

, Policy

, Sector Specialist

, Shorting Specialist

, Thematic

Consumer

, Energy

, Financials

, Healthcare

, Industrials

, Media

, Technology

, Telecoms

ImagineAlpha

Carlos Daurignac - Founder

, Macro

Corporate Credit

, Fixed Income

, FX

, Cryptocurrency

Asset Allocation

, Bespoke

, Fundamental

, Geopolitics

, Long / Short Ideas

, Macroeconomics

, News

, Policy

, Quant

, Thematic

, Training

Generalist

Intelligence Research

JKC de Courcy - CEO

Patrick de Courcy - Director

Macro

Bespoke

, Macroeconomics

, News

, Policy

iRes

Zekeriya Ozturk - Founder

Macro

Macroeconomics

, Policy

Japan Foresight

Tobias Harris - Founder & Principal

FX

, Fixed Income

, Macro

Event Driven

, Geopolitics

, Guest Speaker

, News

, Policy

Generalist

JDI Research

Juliette Declercq - Founder & CEO

Commodities

, Cryptocurrencies

, Equity Indices

, FX

, Fixed Income

, Macro

Asset Allocation

, Asset Price Predication & Portfolio

, Fundamental

, Geopolitics

, Macroeconomics

, Policy

, Training

Khalij Economics

Justin Alexander - Director

Commodities

, Fixed Income

, Macro

Bespoke

, Data Provider

, Expert Network

, Geopolitics

, Guest Speaker

, Macroeconomics

, Policy

Generalist

Krutham (formerly known as Intellidex)

Peter Attard Montalto - Managing Director

Macro

Guest Speaker

, Macroeconomics

, News

, Policy

, Thematic

Macro-Advisory

Chris Weafer - CEO

John Lewin - CFO/COO

JP Natkin - Chief Business Officer

Tom Adshead - Director of Research

Macro

Bespoke

, Channel Checks

, Corporate Access

, Event Driven

, Expert Network

, Fundamental

, Geopolitics

, Guest Speaker

, Macroeconomics

, News

, Policy

, Thematic

Macro Intelligence 2 Partners

Julian Brigden - Co-Founder & President

Gretchen Brigden - Co-Founder & COO

Ronnie Aked - Advisor

Jeff Uscher - Japan Update

, Macro

, FX

Commodities

, Fixed Income

Asset Allocation

, Policy

, Quant

Macrolens

Brian McCarthy - Managing Partner

Macro

Asset Allocation

, Macroeconomics

, Policy

Macro Strategy Advisors

Shane Lee - Founder

Corporate Credit

, Equity Indices

, Fixed Income

, Macro

, Other

Asset Allocation

, Asset Price Predication & Portfolio

, Long / Short Ideas

, Macroeconomics

, Policy

, Thematic

Generalist

Markets Policy Partners

John Fagan - CEO

Brendan Walsh - Partner

Bob Dewey - Partner

Commodities

, Corporate Credit

, Cryptocurrencies

, Equity Indices

, FX

, Fixed Income

, Macro

Geopolitics

, Guest Speaker

, Macroeconomics

, Policy

Financials

, Generalist

Merl House

Chris Parry - Managing Director

Macro

Macroeconomics

, Policy

MES/Falconridge Advisers

Paul J. Markowski - President

Macro

Fundamental

, Macroeconomics

, News

, Policy

Millennium Emerging Europe

Andras Radnoti - Managing Partner

Barnabas Mester - Senior Policy Analyst

Macro

Bespoke

, Macroeconomics

, Policy

North Cove Advisors

Ben Rabidoux - President

, Macro

FX

Channel Checks

, Forensic Accounting

, Macroeconomics

, New

, Policy

Consumer Discretionary

, Financials

, Real Estate

Oxford Analytica

David Young - Managing Director

Mark Elsner - Director of Advisory

Nick Redman - Editor in Chief & Director of Analysis

Macro

Expert Network

, Macroeconomics

, Policy

Policy Sonar

Francesco Galietti - Founder & CEO

Macro

Macroeconomics

, Policy

PRC Macro

William Hess - Co-CEO & Co-Head of Research

Song Gao - Co-CEO & Co-Head of Research

, Macro

Commodities

, Fixed Income

, FX

Macroeconomics

, Policy

Quill Intelligence

Danielle DiMartino Booth - CEO & Chief Strategist

, Macro

Fixed Income

, Private Equity

Asset Allocation

, Macroeconomics

, Policy

Redward Associates

Peter Redward - Founder

, Macro

, FX

Commodities

, Fixed Income

Asset Allocation

, Bespoke

, Fundamental

, Macroeconomics

, Policy

Rosa & Roubini Associates

Brunello Rosa - Co-Founder, CEO & Head of Research

Nouriel Roubini - Co Founder

Commodities

, Cryptocurrencies

, Equity Indices

, FX

, Fixed Income

, Macro

Bespoke

, Event Driven

, Expert Network

, Fundamental

, Geopolitics

, Guest Speaker

, Long / Short Ideas

, Long Only Ideas

, Macroeconomics

, Policy

, Thematic

Energy

, Financials

, Generalist

Shephard Media

Peter Rawlins - Director, Government & Military

Darren Lake - Chairman & CEO

Matthew Smith - Chief Operating Officer

İlker Aktaşoğlu - Defence Insight Manager

Equities

Data Provider

, Expert Network

, Macroeconomics

, News

, Policy

, Sector Specialist

Communication Services

, Financials

, Industrials

Signal Risk

Nick Piper - Managing Director

Ronak Gopaldas - Director

Ryan Cummings - Director

Macro

Macroeconomics

, Policy

Steno Research

Andreas Steno Larsen - Founder & Managing Partner

Mikkel Rosenvold - Partner & Geopolitical Analyst

Mads Eberhardt - Senior Crypto Analyst

, Commodities

, Fixed Income

FX

, Macro

Asset Allocation

, Bespoke

, Data Provider

, Expert Network

, Fundamental

, Geopolitics

, Long / Short Ideas

, Macroeconomics

, Policy

, Quant

, Thematics

Consumer Staples

, Energy

, Financials

, Industrials

, Information Technology

, Materials

, Real Estate

Stray Reflections

Jawad Mian – Founder & Managing Editor

Commodities

, Cryptocurrencies

, Equities

, Equity Indices

, FX

, Fixed Income

, Macro

Asset Allocation

, Asset Price Predication & Portfolio

, Fundamental

, Geopolitics

, Guest Speaker

, Long / Short Ideas

, Macroeconomics

, Policy

, Technicals

, Thematic

Generalist

The Inquiry

William Seungmock Oh - Managing Director

Commodities

, Distressed Debt

, Equities

Asset Allocation

, Bespoke

, Event Driven

, Geopolitics

, Long / Short Ideas

, News

, Policy

Consumer

, Consumer Discretionary

, Financials

, Generalist

, Industrials

, Media

, Real Estate

, Technology

The Macro Compass

Alfonso Peccatiello - Founder & CEO

Commodities

, Corporate Credit

, Equity Indices

, FX

, Fixed Income

, Macro

Asset Allocation

, Data Provider

, Fundamental

, Guest Speaker

, Long / Short Ideas

, Macroeconomics

, News

, Policy

The Political Forum

Stephen Soukup - Senior Commentator & Publisher

Mark Melcher - President

Macro

Policy

, Thematic

Threadneedle Partners

Tom Giles - Founder

Macro

Event Driven

, Expert Network

, Guest Speaker

, Policy

TobaccoIntelligence

Tim Phillips - Founder & Managing Director

Pablo Cano - Regulatory Analysis Director

Eva Antal - Market Analysis Director

Barnaby Page - Editorial Director

David Palacios - News Managing Editor

Corporate Credit

, Equities

, Fixed Income

Channel Checks

, Data

, Long / Short Ideas

, Policy

, Sector Specialist

Consumer

, Healthcare

, Technology

Trivium China

Andrew Polk - Co-Founder and Head of Economic Research

Trey McArver - Co-Founder and Partner / Politics

Kendra Schaefer - Head of Tech Policy Research

Ether Yin - Partner / Policy

, Macro

, Fixed Income

, FX

, Corporate Credit

Commodities

Macroeconomics

, News

, Policy

Tweeddale Advisors

Mark Bathgate - Founder & CEO

Equity Indices

, FX

, Fixed Income

Fundamental

, Geopolitics

, Macroeconomics

, Policy

, Thematic

View from the Peak

Paul Krake - Founder

, Macro

Equities

News

, Policy

, Thematic

Westbourne Research

Sharmila Whelan - Founder & Global Macro-Geopolitical Strategist

Commodities

, Equities

, Equity Indices

, FX

, Fixed Income

, Macro

Asset Allocation

, Bespoke

, Geopolitics

, Guest Speaker

, Long / Short Ideas

, Macroeconomics

, News

, Policy

, Thematic

Consumer Discretionary

, Consumer Staples

, Energy

, Generalist

, Industrials

Yardeni Research

Edward Yardeni - President & Chief Investment Strategist

Debbie Johnson - Chief Economist

Joe Abbott - Chief Quantitative Strategist

Melissa Tagg - Director of Research Projects

Commodites

, Equity Indices

, FX

, Fixed Income

, Macro

Asset Allocation

, Bespoke

, Geopolitics

, Guest Speaker

, Long / Short Ideas

, Macroeconomics

, News

, Policy

, Thematics

Zircon Consultancy Group

Hafsa Halawa – Founder & Managing Director

Macro

Bespoke

, Expert Network

, Geopolitics

, Long / Short Ideas

, Macroeconomics

, News

, Policy

86Research

Ming Zhao - Founder & Chief Strategist

Scott Morrison - Global Head of Sales

Charlie Chai - Senior Analyst, TMT

Xiaoyan Wang - Senior Analyst, eCommerce Companies

...more

Equities

China

Channel Checks

Event Driven

Fundamental

Long / Short Ideas

...more

Consumer

Media

Technology

ABCG Research

Taha Bin Sohail - Deputy Director Research

Sohail Yousaf - Research Director

Commodities

FX

Macro

China

Middle East

Russia

Ukraine

...more

Event-Driven

Fundamental

Long / Short Ideas

Technical

...more

Consumer

Financials

Generalist

Metals & Mining

AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

...more

Equities

China

Bespoke

Channel Checks

Corporate Access

Data Provider

...more

Generalist

ACG Analytics

David Metzner - Managing Partner

Chris Czerwinski - Director of Macro Policy

John East - Director of Research

Cryptocurrencies

Distressed Debt

Macro

US

Latin America

Europe

China

Bespoke

Event Driven

Geopolitics

Guest Speaker

...more

Energy

Generalist

Healthcare

Technology

...more
Aldis Institutional Services

Tommy Barletta - Co-Founder and Managing Partner

Corporate Credit

Distressed Debt

Equities

Fixed Income

...more

US

Bespoke

ESG

Event Driven

Expert Network

...more

Health Care

AlphaMena

Kais Kriaa - Co-Founder & Strategist

Pierre-Yves Gauthier - Co-Founder & Chairman of Board of Directors

Corporate Credit

Equities

Middle East

North Africa

Corporate Access

Corporate Governance

Data Provider

Long Only Ideas

...more

Generalist

Antipodean Capital Management

Craig Ferguson - Founder

Commodities

Corporate Credit

Distressed Debt

Equities

...more

Global

Australia

New Zealand

Asset Allocation

Fundamental

Geopolitics

Long / Short Ideas

...more

Generalist

Aurora Macro Strategies

Daniel Lansberg-Rodriguez - Managing Director and Head of EM

Dimitris Valatsas - Chief Economist and Head of DM

Max Hess - Head of Eurasia

Jose-Ignacio Hernandez - Head of Public Debt

Commodities

Distressed Debt

Equity Indices

FX

...more

Europe

Latin America

UK

US

...more

Bespoke

Geopolitics

Guest Speaker

Macroeconomics

...more
Beacon Policy Advisors

Stephen Myrow - Managing Partner

Macro

US

Policy

News

Energy

Financials

Healthcare

Media

...more
Blonde Money

Helen Thomas - CEO

Richard Brownlees - COO

Fixed Income

Macro

UK

US

Global

Asset Allocation

Policy

Macroeconomics

Buysidebrazil

Andrea Damico - Founder and CEO

Mirella Hirakawa - Partner and Research Co-ordinator

Rita Milani - Senior Economist

Commodities

FX

Fixed Income

Macro

Brazil

US

China

Europe

Data Provider

Geopolitics

Long / Short Ideas

Long Only Ideas

...more
Capital Alpha Partners

James Lucier - Co-Founder / Macro, Clean Energy & Utilities

Kim Monk - Co-Founder / Health Care

Ian Katz - Financials

Byron Callan - Defence & Industrials

...more

Commodities

Corporate Credit

Cryptocurrencies

Distressed Debt

...more

Global

US

Bespoke

Long / Short Ideas

Long Only Ideas

Policy

...more

Defence

Financials

Health Care

TMT

...more
Cribstone Strategic Macro

Mike Harris - Founder

Macro

Turkey

Russia

Ukraine

Bespoke

Macroeconomics

Policy

CTFN

Jonathan Spitzer - CEO & Editor

Reuben Miller - Executive Editor

Deane McRobie - European risk-arb reporter

Equities

North America

Europe

Event Driven

Policy

Generalist

Diligent Advisors

Vir Singh - Managing Partner

Equities

India

Bespoke

Event Driven

Policy

Generalist

Eurointelligence

Wolfgang Munchau - Co-Founder & Director

Susanne Mundschenk - Co-Founder & Director

Jack Smith - Analyst

Macro

Europe

Germany

Policy

News

Flint Global

Ed Richards - Founder

Sir Simon Fraser - Founder

Macro

Europe

Global

Event Driven

Policy

Bespoke

Generalist

GlobalStrat

Olivier Guitta - Managing Director

Macro

China

Europe

Middle East

US

...more

Bespoke

Expert Network

Macroeconomics

News

...more

Geopolitics

GMTL Advisory

Simon King - CEO

Equities

Macro

Other

Private Equity

Europe

Global

UK

USA

...more

Asset Allocation

Bespoke;Geopolitics

Policy

Generalist

Greenmantle

Niall Ferguson - Managing Director

Pierpaolo Barbieri - Executive Director

John Sununu - Director of Growth

Joseph De Weck - Director (Europe)

...more

FX

Fixed Income

Macro

Global

Emerging Markets

UK

China

Asset Allocation

Policy

Geopolitics

Gryphon Strategies

Jay Dawdy - President & CEO

Equities

Macro

Global

Policy

Bespoke

Generalist

Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

...more

Commodities

Equities

FX

Fixed Income

...more

China

Emerging Markets

Global

US

Asset Allocation

Long / Short Ideas

Policy

Sector Specialist

...more

Consumer

Energy

Financials

Healthcare

...more
ImagineAlpha

Carlos Daurignac - Founder

Corporate Credit

Cryptocurrency

FX

Fixed Income

...more

Global

Asset Allocation

Bespoke

Fundamental

Geopolitics

...more

Generalist

Intelligence Research

JKC de Courcy - CEO

Patrick de Courcy - Director

Macro

Emerging Markets

Latin America

Caribbean

Macroeconomics

Policy

Bespoke

News

iRes

Zekeriya Ozturk - Founder

Macro

Emerging Markets

Turkey

Macroeconomics

Policy

Japan Foresight

Tobias Harris - Founder & Principal

FX

Fixed Income

Macro

Asia

Japan

Event Driven

Geopolitics

Guest Speaker

News

...more

Generalist

JDI Research

Juliette Declercq - Founder & CEO

Commodities

Cryptocurrencies

Equity Indices

FX

...more

Global

Asset Allocation

Asset Price Predication & Portfolio

Fundamental

Geopolitics

...more
Khalij Economics

Justin Alexander - Director

Commodities

Fixed Income

Macro

Middle East

Bespoke

Data Provider

Expert Network

Geopolitics

...more

Generalist

Krutham (formerly known as Intellidex)

Peter Attard Montalto - Managing Director

Macro

Emerging Markets

South Africa

Guest Speaker

Macroeconomics

News

Policy

...more
Macro-Advisory

Chris Weafer - CEO

John Lewin - CFO/COO

JP Natkin - Chief Business Officer

Tom Adshead - Director of Research

Macro

Afghanistan

Eurasia

Mongolia

Russia and CIS

...more

Bespoke

Channel Checks

Corporate Access

Event Driven

...more
Macro Intelligence 2 Partners

Julian Brigden - Co-Founder & President

Gretchen Brigden - Co-Founder & COO

Ronnie Aked - Advisor

Jeff Uscher - Japan Update

Commodities

FX

Fixed Income

Macro

Global

Japan

Asset Allocation

Quant

Policy

Macrolens

Brian McCarthy - Managing Partner

Macro

Emerging Markets

China

US

Macroeconomics

Asset Allocation

Policy

Macro Strategy Advisors

Shane Lee - Founder

Corporate Credit

Equity Indices

Fixed Income

Macro

...more

Australia

Global

Asset Allocation

Asset Price Predication & Portfolio

Long / Short Ideas

Macroeconomics

...more

Generalist

Markets Policy Partners

John Fagan - CEO

Brendan Walsh - Partner

Bob Dewey - Partner

Commodities

Corporate Credit

Cryptocurrencies

Equity Indices

...more

Global

Geopolitics

Guest Speaker

Macroeconomics

Policy

Financials

Generalist

Merl House

Chris Parry - Managing Director

Macro

Global

Macroeconomics

Policy

MES/Falconridge Advisers

Paul J. Markowski - President

Macro

China

US

Fundamental

Macroeconomics

News

Policy

Millennium Emerging Europe

Andras Radnoti - Managing Partner

Barnabas Mester - Senior Policy Analyst

Macro

Emerging Markets

Eastern Europe

Ukraine

Macroeconomics

Policy

Bespoke

North Cove Advisors

Ben Rabidoux - President

FX

Macro

Canada

Channel Checks

Forensic Accounting

New

Policy

...more

Consumer Discretionary

Real Estate

Financials

Oxford Analytica

David Young - Managing Director

Mark Elsner - Director of Advisory

Nick Redman - Editor in Chief & Director of Analysis

Macro

Global

Emerging Markets

Macroeconomics

Policy

Expert Network

Policy Sonar

Francesco Galietti - Founder & CEO

Macro

Europe

Italy

Macroeconomics

Policy

PRC Macro

William Hess - Co-CEO & Co-Head of Research

Song Gao - Co-CEO & Co-Head of Research

Commodities

FX

Fixed Income

Macro

Emerging Markets

China

US

Macroeconomics

Policy

Quill Intelligence

Danielle DiMartino Booth - CEO & Chief Strategist

Fixed Income

Macro

Private Equity

Global

Macroeconomics

Policy

Asset Allocation

Redward Associates

Peter Redward - Founder

Commodities

FX

Fixed Income

Macro

Asia

Australia

Emerging Markets

New Zealand

...more

Asset Allocation

Bespoke

Fundamental

Macroeconomics

...more
Rosa & Roubini Associates

Brunello Rosa - Co-Founder, CEO & Head of Research

Nouriel Roubini - Co Founder

Commodities

Cryptocurrencies

Equity Indices

FX

...more

Global

Bespoke

Event Driven

Expert Network

Fundamental

...more

Energy

Financials

Generalist

Shephard Media

Peter Rawlins - Director, Government & Military

Darren Lake - Chairman & CEO

Matthew Smith - Chief Operating Officer

İlker Aktaşoğlu - Defence Insight Manager

Equities

Global

Data Provider

Expert Network

Macroeconomics

News

...more

Communication Services

Financials

Industrials

Signal Risk

Nick Piper - Managing Director

Ronak Gopaldas - Director

Ryan Cummings - Director

Macro

Africa

Macroeconomics

Policy

Steno Research

Andreas Steno Larsen - Founder & Managing Partner

Mikkel Rosenvold - Partner & Geopolitical Analyst

Mads Eberhardt - Senior Crypto Analyst

FX

Commodities

Fixed Income

Macro

Global

Europe

Asset Allocation

Bespoke

Data Provider

Geopolitics

...more

Consumer Staples

Energy

Financials

Industrials

...more
Stray Reflections

Jawad Mian – Founder & Managing Editor

Commodities

Cryptocurrencies

Equities

Equity Indices

...more

Global

Asset Allocation

Asset Price Predication & Portfolio

Fundamental

Geopolitics

...more

Generalist

The Inquiry

William Seungmock Oh - Managing Director

Commodities

Distressed Debt

Equities

Asia

Asset Allocation

Bespoke

Event Driven

Geopolitics

...more

Consumer

Consumer Discretionary

Financials

Generalist

...more
The Macro Compass

Alfonso Peccatiello - Founder & CEO

Commodities

Corporate Credit

Equity Indices

FX

...more

Global

Asset Allocation

Data Provider

Fundamental

Guest Speaker

...more
The Political Forum

Stephen Soukup - Senior Commentator & Publisher

Mark Melcher - President

Macro

US

Thematic

Policy

Threadneedle Partners

Tom Giles - Founder

Macro

Europe

UK

Event Driven

Expert Network

Guest Speaker

Policy

TobaccoIntelligence

Tim Phillips - Founder & Managing Director

Pablo Cano - Regulatory Analysis Director

Eva Antal - Market Analysis Director

Barnaby Page - Editorial Director

...more

Corporate Credit

Equities

Fixed Income

Global

Europe

Channel Checks

Data

Policy

Sector Specialist

...more

Consumer

Healthcare

Technology

Trivium China

Andrew Polk - Co-Founder and Head of Economic Research

Trey McArver - Co-Founder and Partner / Politics

Kendra Schaefer - Head of Tech Policy Research

Ether Yin - Partner / Policy

Commodities

Corporate Credit

FX

Fixed Income

...more

China

Macroeconomics

News

Policy

Tweeddale Advisors

Mark Bathgate - Founder & CEO

Equity Indices

FX

Fixed Income

Global

Primary focus is G7

Fundamental

Geopolitics

Macroeconomics

Policy

...more
View from the Peak

Paul Krake - Founder

Equities

Macro

Global

Thematic

Policy

News

Westbourne Research

Sharmila Whelan - Founder & Global Macro-Geopolitical Strategist

Commodities

Equities

Equity Indices

FX

...more

Global

Asset Allocation

Bespoke

Geopolitics

Guest Speaker

...more

Consumer Discretionary

Consumer Staples

Energy

Generalist

...more
Yardeni Research

Edward Yardeni - President & Chief Investment Strategist

Debbie Johnson - Chief Economist

Joe Abbott - Chief Quantitative Strategist

Melissa Tagg - Director of Research Projects

Commodites

Equity Indices

FX

Fixed Income

...more

Global

Asset Allocation

Bespoke

Geopolitics

Guest Speaker

...more
Zircon Consultancy Group

Hafsa Halawa – Founder & Managing Director

Macro

Middle East

North Africa

East/Horn of Africa

Bespoke

Expert Network

Geopolitics

Long / Short Ideas

...more