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We provide data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.

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Macroeconomics

Neil Dutta continues to lead the new guard of economists with data driven analysis and modeling. Neil covers the globe with a primary focus on US data and The Fed.
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NEIL DUTTAPartner, Head of Economic Research

Washington DC + Policy

Steve Pavlick leads our policy analysis with fresh insight. Steve helps buy-side clients identify opportunities and price political, legislative, and regulatory risks in today’s dynamic public policy environment.
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STEVE PAVLICKPartner, Head of Policy
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Investment Strategy

Jeff deGraaf has been one of Wall Street’s most influential macro-analysts over the last quarter-century. His process assisted clients in navigating both the up and downside as well as the inherent risks associated with this business. Employing a disciplined process reliant on data, history, and statistics, while discounting the narrative-based approach that remains so popular on Wall Street. His dedication to the business, unquenchable passion for markets and history creates a foundation that offers the flexibility to profit and protect.
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JEFF DEGRAAF, CMT, CFAChairman and Head of Technical Research

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