REPORTS & PUBLICATIONS

UNDERSTANDING SERIES

White Papers that demystify macro drivers

Key investment philosophies shouldn’t be opaque. We lay out the way we look at the world for our clients so you can trust and understand our approach. The understanding series is included with each tier of our business plans.

MONTHLY REPORTS

The most compelling global themes, every month

Your time is precious – you want an overview of global markets that cuts through the noise and highlights relevant emerging themes. No country-specific analysts here, simply the top themes across geographies and asset classes.

LEADING INDICATOR WATCH

Around the world in 15 minutes

Want a quick rundown of what our leading indicators are saying? This monthly report highlights our proprietary country- and sector-specific leading indicator forecasts, both on the economic and liquidity side.

WEEKLY REPORTS

Timely trading and positioning updates

This publication alerts you to any pressing updates to our themes. Our weekly report tracks the evolution of our tactical trading and portfolio positioning ideas.

THEMATICS

The big stories, the best opportunities

We’re always on the hunt for the next big investment idea – we’ve covered shale, biotech, Australian housing, China, the euro breakup, and many others before they played out. Thematics often include on-the-ground due diligence to complement our top-down analysis.

Capital Returns

The best long/short investments

The best sectors and industries for investment due to misallocations of capital. This report ranks industries based on trends in invested capital, capital expenditure, R&D and incremental returns on investment.

Chartbook with commentary

Curated content from our dashboards, with commentary.

CUSTOM CHARTBOOK

A chartbook containing the Variant Perception charts most valuable to you.
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Dashboards

Follow specific dashboards with a single focus.

Dashboards

Debt and Currency Crises Review tools for identifying structural debt and currency crisis candidates. Inspired by the work of Kindleberger and Minsky.
Recession Track economic stress across proprietary recession indicators.
Weekly Sentiment Tactical (1-2 week) view on how markets and assets classes are positioned in terms of sentiment.
Signals Selection of cross asset, breadth (sectors and indices) and US equity signals.

Single Stock

 A ranking of the individual stocks within the S&P 500, showing the top 100 and bottom 100, ranked by three different VP proprietary metrics.
Emerging Markets Identify extremes in Emerging Markets.
Fixed Income Identify extremes in global fixed income markets.

Currencies

 Identify extremes in global currency markets,
Global Equities Identify likely direction of country stock markets 6 months into future. Gauge overall global market health 6 months forward.
US Credit Identify extremes in US credit markets.

US Equity

 Review the key driver of US equities, including leading indicators, positioning, valuation and sentiment.