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Independent Investment Research

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.


Macro Strategy

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

Core Portfolio Ratings

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

Tactical Ideas

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.

Report Lineup

Click through the carousel below to see the full lineup of MarketDesk reports.

MarketDesk Research Sector Insights

Sector Insights

Core Ratings

Coverage of all 11 U.S. sectors and underlying industries. Analysis includes an in-depth look at fundamentals, earning trends, technicals, and investor sentiment / positioning.

View Recent Insights

Asset Allocator's Guide

July 9th, 2021

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MarketDesk QuickTake
June 15th, 2021

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S&P 500 High Beta ETF

December 11th, 2020

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Audio Versions

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

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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.