Global Research

Global Research
We provide original, fundamental insights and analysis for clients in the equity, fixed income, currency and commodities markets.
  • Economics
  • Portfolio Strategy
  • Political Economy
  • Derivatives
  • Alternative Investments
  • Equity & Debt Securities

Research is at the core of our advice

Covering areas such as economics, portfolio strategy, derivatives and equity and debt securities in more than 50 economies and regions worldwide, our research reports help investors understand better the issues and trends that affect companies, industries, sectors, and markets.

Our teams posses both depth and breadth of expertise in:

  • Equity Research has industry and sector teams that analyze stock markets worldwide to identify investment opportunities.
  • Macro research analysts analyze a wide range of securities, markets and economies. Economic research analysts provide macroeconomic, foreign exchange rate and interest rate forecasts. Strategic research analysts provide market views, forecasts, and recommendations covering areas such as asset allocation and investment strategies, and commodities research analysts forecast commodity and futures prices.
  • Credit Research analysts assess corporate debt and cover specific industry sectors to identify and communicate investment opportunities.

Economy

Areas of focus:

  • Budget, Taxes, and Public Investment
  • Economic Growth
  • Education
  • Green Economics
  • Health Policy
  • Unemployment and Labor
  • Regulatory Policy
  • Retirement
  • Trade and Globalization
  • Income and Wealth

Portfolio Strategy

Areas of focus:
  • Asset Allocation
  • Asset Class Performance
  • Portfolio Risk
  • Diversification
  • Core Strategies
  • Alternative Strategies
  • Income Strategies

Derivatives

Areas of focus:

  • Risk Aversion
  • Volatility Strategies
  • Optimal Discrete Hedging
  • Futures and Options on Futures
  • Derivative Models

Alternative Investments

Areas of focus:

  • Hedge Funds
  • Private Credit
  • Private Equity
  • Real Estate

Equity & Debt Securities

Areas of focus:

  • Global Growth Strategies
  • Core Strategies
  • Low-Yield Strategies
  • Tax-Free Strategies

Investment Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth individuals, families, businesses, foundations, and endowments.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.

Factor Portfolios

Factor Investing

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Careers

We help our clients pursue their financial goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers. Our people come from a variety of academic and professional backgrounds including finance, engineering, science, technology and the humanities. You will be an important part of a highly collaborative and intellectually stimulating environment, and you will become part of a team that helps you succeed. Explore careers at Global Advisers and learn more about our divisions, our people, and our culture.