AP Research
AP ResearchGlobal macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 619 | Subscribers | Read | alphapicks.co.uk |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Strait Incentives
Mapping the market trades that follow de-escalation.
The Escalation Trade Is Wrong
A weekly look at what matters and how to trade it. (March 16th)
Word on the Street
Four desk views on a market in whiplash.
All Happening on the Everything Front II
A weekly look at what matters and how to trade it. (March 9th)
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Authors
The writers behind this newsletter.
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.
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