Global 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 | 640 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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alphapicks.co.ukLatest Issues
Making Sense of Yields
Short thoughts and portfolio actions.
All the focus is on yields.
Bonds Become the Backdrop
The S&P 500 extended its winning streak to seven consecutive weeks, though by Friday’s close the tone had shifted materially.
The S&P 500 marched higher for a seventh consecutive week, though sentiment was clearly different on Monday versu...
The Starmer Drama
Trading the long-end of the UK curve.
The move higher in long-dated gilts can’t simply be dismissed as a correlated global move driven by the Middle East-induced energy price shock. Rather, gilts are increasingly trading as the market’s pr...
The Rally Has Its Priorities
A weekly look at what matters and how to trade it. (May 11th)
The S&P 500 extended its winning streak to six consecutive weeks, continuing to grind to fresh record highs as resilient earnings, stable macro data, and cautious optimism aroun...
The Gilt Trip
The bond vigilantes will cross the Atlantic.
The US 30-year yield crossing 5% has become the bond market’s version of a smoke alarm. Every concern around inflation, oil, fiscal sustainability, Fed credibility, and duration demand gets comp...
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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.
30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.
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