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Global Macro Research

A successful investment strategy is powered by insightful research. That’s why we we’ve made it a cornerstone of our client offering.

Information is power. But unless that information is filtered, processed and objective, it can be more irritating than insightful. Our global macro research cuts through the noise to provide clients with fact-based analysis that is integrated, tactical and focused.

Pavilion’s Global Macro Research team is highly skilled and knows that behind every smart investment decision is smart research.

Who Can Benefit

PGM’s in-depth global macro research is designed to expertly inform and guide a cross-section of investment professionals, including:

  • Investment managers
  • Institutional investors and plan sponsors
  • Portfolio managers and analysts
  • Sector analysts
  • Quantitative fund managers

Our Approach

Through rigorous research of developed and emerging market economies, we generate leading market intelligence, fresh perspectives and compelling analysis. We’re keen on crunching data, but our real strength lies in finding the stories behind the numbers. For our clients, these insights open up investment opportunities and risks, both hidden and overt.

Our Research

We focus on the impacts of macro events on all four asset classes: equities, fixed income, commodities and currencies. We develop tactical and structural views on the global economy that help guide investors. Our goal is to remain independent and thus, our views are often against consensus.

Global Strategy Note

Portfolio managers and analysts turn to this three-to-five-page note for a macro-perspective on the news and current affairs that drive the global economic agenda.

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Fed Tinkering Unwinding Steepeners (PDF)
Global Strategy Note, July 7, 2021
Read in PDF
Easy there, dollar-bear (PDF)
Global Strategy Note, June 23, 2021
Read in PDF

Client-driven research

Available as an in-person presentation only, we tailor our analysis to a client’s particular needs and objectives. Always insightful and objective, the research will include customized models, indicators, graphs and more.

Awards & Recognition

From Capital Finance International (CFI.co), a magazine based in the UK :
Best Global Portfolio Strategy Team North America 2020