Breadth of Coverage
We cover broad market trends that drive the direction of the equity market, sector and industry specific analysis, along with deep-dive research on investment themes that transcend sector definitions.
We stand out from the competition in our breadth of equity coverage.
Actionable Recommendations
US sector, industry, and style allocation recommendations over a tactical and strategic investment horizon to build a resilient portfolio and enhance returns.
Proprietary Indicators
Investment recommendations are grounded in a thorough macroeconomic and fundamental data analysis, backed by a host of proprietary models and indicators.
Our Calls
US Equity Strategy has a proven track record of helping clients make the right calls.
Apr 2024
Overweight Utilities
Which doubles as a defensive bond proxy and a play on a GenAI-induced surge in energy demand.
Nov 2023
Underweight in Metals and Mining
as a play on disinflation and global growth slowdown. Closed with a gain of 9.8%.
Jul 2023
Overweight homebuilders to profit from housing shortages.
Closed the trade with a gain of 9.3%.
Dec 2022
Closed overweight in Banks
Over concerns about falling loan demand and tightening of credit standards.
Nov 2022
Raised concern about increasing market concentration long before the Magnificent Seven became a buzzword.
Jun 2022
Called an earnings recession.
May 2022
Underweight Office REITs
Underweight Office REITs. Closed trade in December 2023 with a gain of 65%.
Feb 2022
New Capex cycle of the Energy sector
Predicted a new Capex cycle of the Energy sector and recommended Overweight Oil and Gas Equipment and Services. Closed trade with a gain of 76%.
Jan 2022
Predicted a bear market
Predicted a bear market. Increased exposure to defensives, and industries benefiting from higher rates and inflation, such as Insurance.
What is included
Strategy Reports
Provides coverage of multiple dimensions of the US equity market, and gives investment insights across sectors, styles, and themes.
Topical Market Report
Identifying broad-based US equity market themes such as market concentration, earnings trends, and macroeconomic regimes, and their effect on sector and style performance.
Quarterly coverage of earnings reporting seasons
Monitoring earnings and sales results, and analysis of companies’ commentary that sheds light on the future trajectory of the market.
Sector/Style Deep Dive
In-depth analysis of a GICS sector/industry/style by drilling down into the macro backdrop, valuations, fundamentals, and technicals, leading to an actionable investment recommendation.
Thematic Investing Special Reports
Exploration of novel investment themes that do not necessarily align with GICS or style definitions, such as Generative AI, Cybersecurity, and Green Energy. We will analyze key drivers of each theme, look at opportunities and risks, and, ultimately, provide investment recommendations over a strategic Investment horizon.
Chartbook
A curated and annotated chart pack with valuations, fundamentals, and macro indicators for each sector and style
Strategic Insights
Timely notes, commenting on market news that affect equity portfolio positioning.
Irene Tunkel
