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Our researchers study how markets behave, what the economy is doing, and how allocation decisions get framed. The output feeds the advice given everywhere else in the firm.
Three sets of questions sit behind most of the advice this firm gives. How is the relevant market actually functioning. What is the economic backdrop doing to the decision. Which framework should the client be reasoning with in the first place. The research function works on all three, and each one has a team whose remit is described in the pages below.
What follows sets out that remit and how the work is produced. It does not publish forecasts, price targets, or market calls. Views of that kind are developed for a specific client situation and discussed directly, because they only mean anything once a horizon and a set of constraints are attached to them.
Our researchers can take you through the work and where it bears on the decisions in front of you.