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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.

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.

Santiago Capital Research publishes Brent Johnson’s analysis of global markets, geopolitics and the international monetary system. Its research uses his Dollar Milkshake Theory to examine how dollar demand, liquidity and capital flows affect investment opportunities.

Robert Savage examines how economic policy, geopolitics and technological change affect global financial markets. The publication combines weekly market outlooks, podcasts and financial education to explain developments and their investment implications.

Conversations with business and cultural pioneers about leadership and the transformation of their industries.

Macro investment research exploring long-term economic cycles, monetary conditions and shifts in global capital allocation. Combines chart analysis, investment theses and presentations, with particular emphasis on hard assets, mining and emerging markets.

Chase Taylor explores how investors develop ideas, research markets, make decisions and learn from mistakes. The podcast combines investor interviews and book discussions with shorter updates on macroeconomics, policy, geopolitics and financial markets.

Hugh Hendry’s publication covers global macroeconomics, financial markets and contrarian investment ideas. It combines essays, audio and video with reflections on market behaviour, risk management and investor psychology.