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Pinecone Macro Research develops investment ideas across global markets by combining macroeconomic and geopolitical analysis with technicals, sentiment and positioning. Its research focuses on overlooked opportunities, market turning points and the reasoning behind potential trades.

John Authers analyses global markets, investment strategy and the economic forces shaping asset prices for Bloomberg Opinion. His Points of Return newsletter combines charts, research and historical context to explain market developments and their implications for investors

Polina Kurdyavko, Head of BlueBay Emerging Markets. Country research, geopolitical analysis and investment observations, often informed by research trips.

Twice-monthly macro updates paired with a detailed, high-conviction stock or ETF idea. Also includes portfolio resources and updates on Lyn Alden’s investment moves, including her Top 12 stock list.

Prometheus Institutional serves some of the largest institutions worldwide, ranging from top-tier multi-strategy hedge funds to sovereign and corporate pensions, as well as asset managers. Prometheus Research shares excerpts from Prometheus Institutional to complement their Substack offering.

The Macro Cycle Program is an investment solution that combines active macro alpha and strict risk control, all in an easy-to-follow solution for individual investors.

Thoughts on the macro mechanics at play in the context of the current economic cycle. This an adhoc educational and methodological research series.

Data-driven research tracking growth, inflation and liquidity to assess economic conditions and market regimes. Combines economic commentary, systematic asset allocation programmes, portfolio updates and educational analysis. The Observatory is how Prometheus monitor the evolution of the economy and financial markets in real time.

News and analysis covering quantitative-finance firms, hedge funds, proprietary trading and market structure.

News and analysis covering quantitative-finance firms, hedge funds, proprietary trading and market structure.

An educational platform providing career roadmaps, worked interview questions and technical resources for aspiring quantitative-finance professionals. Combines study guidance and interactive practice with employer profiles, recruitment information and further reading for trading, research and development roles.

A recurring written-series label within the main newsletter, combining broader observations, positioning and developing trade ideas