Written research on global markets and how a portfolio can be structured. A briefing for the principal. The decision and the trade stay with the client.
Markets researchRates, oil, currencies, and the regime. What changed, and what would change the view.
Allocation frameworkStructure across assets, horizon, and constraints. Ranges, not a product list.
Written briefingA short paper. Assumptions stated. No execution.
Included
Macro and markets research
Investment strategy discussion
Portfolio construction and allocation ranges
Review of an existing allocation
Not Included
Discretionary management
Client money or securities
Brokerage or arranging a trade
Capital Market Authority financial advisory
Investment strategy and macro research only. Not an offer to manage assets or deal in investments.
