Our founder Richard Medley spotted a gap in the market – the need for credible intelligence on monetary policy and political risk rather than pure model-based prediction – and we have been filling that gap for the last quarter-century.
Our expertise combines central banking, government finance, trade and energy policy, national security and politics. We help our clients see around corners by integrating our intelligence into investment decisions.
We help a blue-chip clientele navigate exposures to a constantly shifting landscape of monetary, fiscal, regulatory, energy and geopolitical risks and opportunities. Independent and unbiased, we do not lobby, trade or invest, and never will.
We have been a leading name in policy intelligence since 1997, growing with our clients through market booms, recessions, financial crises, conflicts and regime changes.
We offer risk-takers accuracy, depth and objectivity in our reporting and analysis to make investment decisions across every asset class. Our team of analysts – located throughout the world – comprises the finest professionals with diverse backgrounds in public policy, journalism, economic analysis, proprietary trading and asset management.
We decipher what is really happening in political economy and what that means for investors.
We live and breathe policy and politics. Our experience and breadth of coverage in the policy world give us rare insight into the key issues that drive global markets. Our analysts deliver policymakers’ perspectives and telegraph their reaction functions, allowing clients more accurately to pre-empt decisions.
Our deep knowledge of financial markets allows us to identify the most timely and relevant policy issues for participants in fixed-income, equity, currency and commodity markets. We service institutional clients spanning all geographies and ranging from short-term tactical traders to trend-seeking asset managers to ultra-long-term pension funds. We are always focused on the complex interplay between policy and markets and what it means for each client’s investment style and time horizon.
We do not manage money, lobby for interest groups, profit from trading volumes or issue securities. We are neutral across ideologies, intellectual disciplines and analytical approaches. Our sole focus is providing clear-eyed, unbiased assessments of where policy is heading and what that implies for our clients. We do not defend any particular economic view, protect a market position, or promote a personal sense of what policy "should" be. Our analysts focus only on understanding policymakers’ perspectives in real depth, not on imposing their own opinions.
In addition to our publications, our clients receive unlimited access to analysts and bespoke advisory services through regular conversations, posing specific questions, conference calls, live chats, investigative research and participation in internal events and roundtables. Longevity within our client base is a testament to clients’ loyalty and our dedication. Rather than providing "maintenance research", we are dedicated to helping clients dive as deeply as they need to understand how politics and policy affect market behaviour and ripple through the global economy.
Canary Wharf
Level 10
25 North Colonnade
E14 5HZ
United Kingdom
One World Trade Center
Level 47
One World Trade Center
285 Fulton St Ste 47D
New York, NY 10007
United States
Total Plaza, Downtown
Level 5
1201 Louisiana St, Ste 580
Houston
TX 77002
United States
Raffles Place, CBD
20th floor
1 Raffles Place
Tower 2
048616
Singapore
Energy Aspects Godo Kaisha - EA GK
FINGATE KABUTO Room 223
6-5 Nihonbashi-Kabuto-Cho
Chuo-ku Tokyo
Japan