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.
PGM’s in-depth global macro research is designed to expertly inform and guide a cross-section of investment professionals, including:
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.
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.
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.
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.
From Capital Finance International (CFI.co), a magazine based in the UK :
Best Global Portfolio Strategy Team North America 2020