AP Research
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 | 668 | Founded | 4 years ago | Last Issue | 44 hours ago |
| Active | |||||
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alphapicks.co.ukLatest Issues
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New Highs, Still Low Conviction
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With a few choppy days in the middle, the S&P 500 and the MSCI World Index closed last week at new highs. A surprisingly weak jobs report on Friday took some heat out of the...
To Catch a Bid
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Autopsy on the AI Selloff
Down, but not out.
The market is hardly short of talking points. Oil is back, front and centre, of the macro story, leading inflation expectations higher, rates higher, and pressuring equities lower. Yields across the curve continue to ris...
The Bar Is High
A weekly look at what matters and how to trade it. (July 27th)
SUMMARY:
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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.
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