Research

Independent Investment Research that is Data-Driven, Transparent, and helps you Deliver Better Results

Business Cycle Index – Quantitative Research designed to provide an early warning of a recession. Over the last 50 years, this process provided a warning 6 to 10 months before the onset of every recession.

Dynamic Asset Allocation Advice – Asset classes respond differently to changing economic data. Each month we update you on how the data is changing and which asset classes are likely to outperform.

Actionable Ideas Driven by Data – Timely market updates and perspectives that arms you with the right data to make the right decision.

“Historically, what are the forward returns after a 5%+ monthly decline in the S&P 500, during a Fed tightening cycle, while our Business Cycle Index says that recession risks are low?” – We have the answer.

Model Portfolios – Turn-key portfolios that provide equity exposure during bull markets and protection from recessions. Our models shift to safer investments when our Business Cycle Index indicates a recession is imminent.

Weekly, Monthly, and On-demand – Regular publications to keep you informed, and on-demand research for your one-off needs.