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 | 674 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
Read this Newsletter
alphapicks.co.ukLatest Issues
Setting up for a September Showdown
A weekly look at what matters and how to trade it. (August 31st)
Equities finished the week higher after a week dominated by two events pulling risk in opposite directions.
UK Primer: The Equity Revival
Cover artwork by Hardo & Co.
UK equities trade at their widest valuation discount to developed-market peers in decades. We believe the tide is already turning, and highlight the stocks best positioned to benefit.
With the UK macro backdro...
Alibaba - Funding the Frontier
Occasionally, a story comes across your desk where the market reaction and the underlying economics seem to be telling two different stories.
Alibaba’s (BABA US, 9988 HK) $10.2 billion (HK$80 billion) share sale, Hong Kong’s biggest follow...
The Long and the Short of It
After three weeks of the S&P 500 cruising higher on a cooling economy and a more dovish Federal Reserve, yields hit multi-decade highs and ended the streak.
The move had been building since early July as structural concerns such as the de...
Second Opinion
Why Healthcare provides growth, value, and diversification beyond the crowd.
The past few years have been bogged down by AI thematics, leaving little room for markets to explore opportunities elsewhere. That’s not to say they haven’t exist...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for AP Research.
| Subscribers | Engagement | 79 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where AP Research ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 255 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #228 |
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.
Independent equity investor and researcher | Focus on high-quality companies with moats and strong balance sheets. | Sector deep dives, research and investment ideas
Independent research on overlooked stocks and investment themes by ex-fund analysts. Aurelion Index 1-year return: +120%
Social
Frequently Asked Questions
How can I access the email archive for AP Research?
You can find recent issues that have been published by AP Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does AP Research have?
To see how many people subscribe to AP Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in AP Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch AP Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like AP Research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact AP Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to AP Research?
Scroll up to where it says Related Newsletters to see other publications like AP Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact AP Research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.