Read Now: 2021 Year End Client Letter
Image by Sean Sweeney

Independent Research & Portfolio Tools

Leverage Our Expertise with Easy-to-Implement Tools

Increase your firm's asset allocation conviction with institutional resources and portfolio tools to guide your strategic and tactical decisions.

Overview

Analysis across asset classes and macro conditions. Timely strategy pieces and Quicktake commentaries to keep you ahead of the market narrative.

Deliverables

  • Quarterly Asset Allocator's Guide

  • Bi-Weekly Strategy Snapshots

  • Monthly Roundup

  • Market QuickTakes

  • MarketDesk Weekly Note

Macro
Strategy

Overview

30+ ratings across sectors, factors, credit, and international markets. Monthly updates designed to monitor current views and inform positioning.

Deliverables

  • Monthly Sector Insights

  • Monthly Economic Monitor

  • Monthly Credit Strategist

  • Monthly Equity Factors

  • Monthly International Markets

Core 
Ratings

Overview

Idea generation across industries and themes. A deep dive report is published on every idea, and our team tracks the opportunity until the position is closed.

Deliverables

  • Weekly Tactical Tradebook Update

  • Bi-Weekly ETF Reports

  • Weekly U.S. Stock Scores & Ideas

Tactical Ideas

Audio Insights

Enjoy podcasts? MarketDesk reports are available in audio format to be efficient with your time.

Listen to Samples

Macro Strategy

Dissecting the Market Narrative & How to Position Portfolios

AAG.JPG

Asset Allocator's Guide

Macro Strategy

Quarterly roadmap to guide portfolio allocations and enhance investment committee decisions.

WeeklyNote.JPG

The Weekly Note

Macro Strategy

Weekly report discussing timely market topics. Page 2 highlights six timely charts defining each week. Page 3 is a weekly asset class performance heatmap.

QuickTake.JPG

QuickTakes

Macro Strategy

Quick hits on market moving topics in under 3 minutes. 

MonthlyRoundup.JPG

Monthly Roundup

Macro Strategy

Highlights key trends and provides core ratings updates intra-quarter. Pulls together key commentary from the monthly core reports. Designed for advisors with limited time.

Core Ratings & Analysis

30+ Ratings across Sectors, Factors, Credit and Global Markets

MarketDesk Research Sector Insights

Sector Insights

Core Ratings

Fundamentals, earnings, technicals, sentiment, and investor positioning.

CreditReport.PNG

Credit Strategy

Core Ratings

Ratings and analysis across credit classes, including treasuries, corporate, and international bonds.

MDRintl3.PNG

Global Markets

Core Ratings

Summary of macro trends and key indicators across global markets.

EconMonitor.PNG

Economic Monitor

Core Ratings

Key indicators across labor, consumers, housing, manufacturing, and more.

Tactical Ideas

Idea generation across industries, themes, and equities

FridStrat1.PNG

ETF Opportunities

Tactical Ideas

Full report discussing the opportunity, catalysts, risks, and portfolio implementation.

TwoSigma.PNG

Two Sigma Events

Tactical Ideas

Highlights quantitative opportunities based on statistical analysis across asset classes.

Tradebook.JPG

Tactical Tradebook

Tactical Ideas

Tracks performance and provides real-time updates on key catalysts and risks. 

EquityIdeaScreens.JPG

U.S. Stock Scores & Ideas

Tactical Ideas

Efficiently find new ideas in the S&P 1500 across various screens.

Explore the Platform

Access the latest insights. The MarketDesk portal houses the full research library and allows you to bookmark reports, track tactical ideas, and set up alerts for the topics that matter most to you.

PortalReport.png
MDRPortalipad.png