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 and the key drivers of risk and return, aiming to simplify asset allocation down to 1-3 decisions in most cases.


Pricing starts at $625/quarter for a team of five. Click any of the reports below to see samples.

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Investment Research

Research Coverage

ETFs

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Economics

Technical Analysis

Equities

Macro Insights

Earnings Trends

Thematic Strategy

Asset Flows

Sector & Industry Analysis

Factors

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. Credit Strategy

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

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U.S. Sector Strategy

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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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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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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Tactical Opportunities

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Global Thematic Investing

Monthly deep-dives into thematic opportunities. Each report has thematic basket of stocks and tear sheet (catalysts, key risks, fundamentals, technicals, etc).

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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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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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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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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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Coming Soon

Earnings Season Monitor

Examining the health and direction of earnings across sectors, ETFs, and regions. The analysis reviews company internals, revision trends, beat/miss, sentiment and volatility.

 

IDEAS  |  Coming Summer 2020

International Markets

Full coverage of Developed and Emerging Markets. Strategic ratings on key countries. Tactical sector ideas. Summary of macro trends and key economic measures.

CORE  |  Coming Spring 2020

Technical Analysis

Weekly summary of opportunities and risks across global equities, indexes, regions and sectors. Key levels to watch, breakouts and market breadth.

 

IDEAS  |  Coming Summer 2020

Commodities

Analyzing all major commodities: energy, metals, agriculture, and consumer products. The report focuses on market cycles and highly correlated stocks and ETFs.

 

CORE  |  Coming Summer 2020

Dividend Strategy

Strategic and tactical model portfolios with a primary focus on companies growing dividends, special dividends and dividends to avoid.

 

IDEAS  |  Coming Summer 2020

Policy Research

Current legislation and regulation at the State and Federal level. This report discusses the market signals, impacted companies and timing. 

IDEAS  |  Coming Summer 2020

Included Reports 

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

Weekly (Friday noon ET)
  • Friday Strategist

  • MarketGuide

  • Idea Screens

Monthly
  • Sector Insights

  • Factor Views

  • Credit Strategy

  • U.S. Economic Monitor

  • Top 10 ETFs

  • Thematic Playbooks

Semi-Annually
  • Asset Allocator's Guide

Book Demo

 

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Email Jon@MarketDeskResearch.com

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.

© 2020 by MarketDesk Research LLC.

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