An independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas.
Market analysis, idea generation and education from a London-based portfolio manager.
Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.
