Investment Research
Welcome to a Better Way to Consume Research
Overview of Investment Research Offering
Core Features:​
✓ Annotated Insights — Includes an annotated version from our strategists and a clean version for your team to review.
​
✓ Audio Versions — Enjoy podcasts? MDR's reports are available in audio format to be efficient with your time.
​
✓ Comprehensive, Yet Succinct — Our goal is to maximize the amount of value you receive from time spent reading the research.
​
✓ Easy to Use — Click on any sample below to try out the research for yourself.
Portfolio Strategy
Portfolio Strategy includes a broad range of publications covering asset class ratings and allocation, MarketDesk tradebook updates, weekly market updates, and ad hoc report series, such as the COVID alternative data tracker. These investment strategy publications pull together high-level takeaways from Equity, Credit, and Macro coverage areas.
Asset Allocator's Guide​
Long-term strategic ratings and analysis across all asset classes and key economic indicators. Designed to breakthrough a complicated market narrative and focus on what matters.
Strategy Snapshots​
Thought-provoking and timely strategy pieces looking across asset classes and macro conditions. While markets are efficient, they are not always right.
Portfolio Strategy Notes
Published weekly providing a recap of key market developments and highlighting trends and opportunities among MDR's Strategic Ratings.
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.
Deliverables
-
Weekly Portfolio Strategy Notes
-
Bi-weekly Strategy Snapshots
-
Quarterly Asset Allocator's Guide
-
Monthly Model Portfolios
-
Weekly Tactical Tradebook
Portfolio Strategy
Equity Research
Equity Research includes publications from the following equity subcategories: Sectors, Factors, International, and Idea Screens. These equity investment strategy publications include strategic commentary, such as the sector, factor, and international updates published at the start of each month, and tactical ideas, such as near-term industry and country positions.
U.S. Sectors​
In-depth look at valuations, earning trends, fundamentals, technicals, and investor sentiment / positioning.
Equity Factors
Insights and a quantitative rating
framework for core factor
exposures.
International Markets
Summary of macro trends and key
economic indicators across both
Emerging and Developed Markets.
Tactical Opportunities
Investment ideas independent of our asset allocation model across industries, countries, and themes.
Deliverables
-
Weekly Idea Screens
-
Bi-Weekly Tactical Opportunities
-
Monthly U.S. Sectors
-
Monthly Equity Factors
-
Monthly International Markets
Recent Reports
Equity
Macro & Economics
Macro & Economics includes a broad range of publications covering commodities, currencies, geopolitics, legislative and regulatory policy, and global financial market positioning. These macro investment strategy publications include strategic commentaries, such as the economic update published at the start of each month and ad hoc big picture viewpoints, and tactical ideas, such as near-term positions related to economic trends and market-moving events.
U.S. Economic Monitor​
Movement in key indicators, what
they mean for your portfolio and
their impact across asset classes.
Macro Trends
MDR viewpoints on emerging trends in global markets, economics, and monetary policy.
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.
Deliverables
-
Monthly U.S. Economic Monitor
-
Ad-Hoc Macro Trends
-
Bi-Weekly COVID-19 Tracker
Recent Reports
Macro & Economics
Credit Research
Credit Research includes publications covering the following credit categories: U.S. Treasuries, investment grade and high yield corporate bonds, municipals, convertibles, mortgage-backed securities, and international sovereigns. These credit investment strategy publications include strategic commentary, such as the credit update published at the start of each month, and tactical ideas, such as near-term positions related to credit spreads and pricing dislocations.
Credit Strategist
Active ratings and key trends across
regional, corporate, and sovereign
credit exposures.
Tactical Idea Generation
Timely insights and positioning ideas around shifting credit and monetary landscapes.
Strategic Ratings
Long-term ratings across the credit universe and detailed upgrade / downgrade notes.
Deliverables
-
13 Active Strategic Ratings & Rationale
-
Monthly Credit Strategist
-
Ad-Hoc Tactical Opportunities
