Official
research
research
Official institutions
Public institutional research, with context on access, delivery and practical trade-offs.
- Policy
- Economics
Focus | Insight | Conviction
Trade the
Language of
Investment.
AlphaCapture is being built to help investment professionals turn the thinking in research and conversations into structured ideas they can investigate, track and measure. The private product is in development. Start today with the free Research Directory.
Inflation is likely to moderate over the coming year as supply chains continue to normalise, but we see persistent upside risks from fiscal expansion, geo-political tensions and a tighter labour market. This could keep policy rates higher for longer, with implications for duration, credit spreads and risk assets. We remain constructive on high-quality growth, particularly in AI-related infrastructure, while maintaining a cautious stance on near-term consumer demand.
- Extract
entities - Identify
relationships - Structure
intent - Build
Alpha Object
Illustrative language · proposed workflow
Investment thinking is everywhere.
How much are you capturing?
The problem
Investment ideas
already exist.
They’re in PDFs, emails, analyst calls, Teams, podcasts, news, social media and conversations.
- Research reports
- Analyst calls
- Emails
- Chat & Teams
- News and media
- Social media
- Podcasts
- Conversations
lost in unstructured information.
But much of that thinking
is never captured as an investment idea.
A new standard
Capture the insight.
Develop the opportunity.
We’re building AlphaCapture to make investment thinking explicit: capture the idea, develop the thesis and track what happens. Keeping the source and reasoning connected gives investors a foundation for judgement, review and learning.
01 Extract the idea
Source language“UK inflation is likely to fall faster than expected, allowing the BoE to cut earlier than markets currently price.”
Preserve what the source said.
02 Develop and track the thesis
Alpha Object
UK rates
Earlier BoE cuts.
- Source
- Illustrative research excerpt
- Thesis
- Earlier BoE cuts
- Theme
- UK rates
- Expression
- Receive SONIA
- Horizon
- 6 months
- Catalyst
- Inflation downside
- Confidence
- Investor assessment
- Assets
- SONIA, gilt futures
The source informs the thesis. The expression, horizon and conviction reflect investor judgement.
03 Measure what happened
Review the outcome.
A return is an outcome, not the whole explanation.
- Thesis quality
- Timing
- Expression
- Source usefulness
Preserve the reasoning.
Review and learn.
Illustrative example · proposed structure, not investment advice
That’s what we’re building.
Here’s where you can begin.
The research directory
First, find where
ideas come from.
Start with the free AlphaCapture Research Directory, available today. Discover research from official institutions, independent analysts and specialist providers. The private AlphaCapture product is in development.
Independent
perspectives
perspectives
Independent analysts
Independent macro research, with context to help you choose what deserves attention.
- Macro
- Markets
Specialist
insight
insight
Specialist providers
Focused research across markets, topics and geographies relevant to your questions.
- Rates
- FX
- Macro
Be part of what’s next
Help shape
AlphaCapture.
Sign up for AlphaCapture product updates, early-access news and invitations to help shape what comes next.
Bring your perspective.
Help shape the workflow.