Next Steps

Common sense portfolio strategy and asset allocation views. Strategic ratings (12-18 months) across U.S. and International Equities, U.S. Credit, U.S. Sectors, U.S. Factors, and U.S. Economics. Tactical idea generation (3-12 months) across international countries, U.S. industries, and global themes.

MarketDesk Research is built on the philosophy of “less is more” when it comes to investment commentary. Our team focuses on the key drivers of risk and return, aiming to simplify asset allocation down to 1-3 decisions in most cases.

Pricing starts at $200/month for a team of five. Click any of the reports below to see samples.

Investment Research

Research Coverage


Portfolio Strategy


Technical Analysis


Macro Insights

Earnings Trends

Thematic Strategy

Asset Flows

Sector & Industry Analysis


Strategic Ratings

Asset Allocator's Guide

How are investors' positioning globally across asset classes? This report aggregates flows, estimates and recommendations for you.

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U.S. Sectors

In-depth look at sector fundamentals, valuation, earnings trends, technical analysis, breadth, sentiment, and investor positioning.

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U.S. Equity Factors

Monthly insights and a quantitative rating framework for equity factors. Model portfolios and idea generation across the Russell 1000 & 2000. 

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U.S. Credit

Coverage of regional, corporate and sovereign trends: issuance levels, default rates, global spreads, and credit ratios.

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International Markets

Full coverage of Emerging and Developed Markets. Strategic ratings on key regions. Summary of macro trends and key economic indicators.

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U.S. Economic Monitor

Finally a report that makes economics palatable: key indicators, what they mean for your portfolio, and a look at their impact on all asset classes.

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Weekly Portfolio Strategy

Delivered by noon ET every Friday, this is your guide to the markets. It covers all major asset classes and global markets with a focus on what matters for your portfolio.

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Tactical Opportunities

MDR Tactical Tradebook

Our primary goal is idea generation, but for accountability we provide a track record. A summary of all open positions with ad hoc updates.

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Friday Strategist

Delivered noon ET every Friday, the Strategist explores asset allocation opportunities driven by key economic data and market moving headlines.

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COVID-19 Tracker

Weekly report of alternative data to monitor the recovery of consumer and business activity as well as MDR's preferred equity ideas. 

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Idea Screens

Delivered by noon ET every Friday, Idea Screens filters the full universe of Russell 3000 stocks through 40+ investment screens to increase your efficiency.

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Top 10 ETFs

This report looks beyond qualitative metrics (AUM, Fee, Liquidity, etc.) to analyze individual holdings data for 2,000+ ETFs to find investment differentiated opportunities.

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Included Reports 

All research reports are emailed directly to your inbox (see sample)

Weekly (Friday noon ET)
  • MDR Tactical Tradebook

  • Friday Strategist

  • Portfolio Strategy

  • Idea Screens

  • U.S. Sectors

  • U.S. Factors

  • U.S. Credit

  • U.S. Economic Monitor

  • International Markets

  • Top 10 ETFs

  • Asset Allocator's Guide

Book Demo


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Displayed price is for yearly subscriptions, paid in full at the time of purchase. Any user violating the Terms of Service will lose access to all research for the rest of their subscription with no refund.

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