An independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 685 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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alphapicks.co.ukLatest Issues
Buying the Promise, Waiting for Proof
The Brazil trade all comes down to delivery.
Before Flávio Bolsonaro has won the presidency, appointed a finance minister, or passed a single fiscal reform, Brazilian markets have already awarded him a sizeable credibility premium.
A Real Test
A weekly look at what matters and how to trade it.
Some days stretch into weeks, and some weeks barely last a day.
AP Research Now Available on Bloomberg
AP Research is now available on the Bloomberg Terminal, accessible via NH APY <GO> or DS APY <GO>.
This marks an important step in expanding our research distribution, allowing clients to access our work directly within the Bloomberg T...
No Country for Low Yields
A weekly look at what matters and how to trade it. (October 5)
Last week, we called bonds undiplomatic. That now looks generous.
Bond Voyage
Convexity looks compelling at 5%+, but the payoff still needs a catalyst.
Bonds are interesting again. That much is hard to dispute. Whether you think yields are attractive, bonds are the worst, or you’re simply on the sidelines watching y...
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AP Research is an independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas, expressed both in research and in our own capital.
Independent equity investor and researcher | Focus on high-quality companies with moats and strong balance sheets. | Sector deep dives, research and investment ideas
Global investment research on equities, themes and commodities. Aurelion Index 1-year return: +120%
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