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We write about markets and strategy, drawing on the same analysis that sits behind our advisory and research work.
The material takes several forms. Short briefings that respond to a specific development. More developed analysis of a market or sector theme. Occasionally a longer piece on a question of strategy or economic structure. All of it comes out of the analysis behind our client work, rather than being written separately for publication by people who do none.
The purpose is to support better-informed decisions, both for clients with a live mandate and for readers who find the perspective useful in their own planning. Pieces are written when a subject warrants one. There is no fixed release calendar, and we would rather publish less than pad a schedule.
If you want our current thinking on a particular subject, or want to be included when something relevant is circulated, contact the team directly.