Read Now: 2021 Year End Client Letter
Independent Research & Portfolio Tools
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Overview
Analysis across asset classes and macro conditions. Timely strategy pieces and Quicktake commentaries to keep you ahead of the market narrative.
Deliverables
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Quarterly Asset Allocator's Guide
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Bi-Weekly Strategy Snapshots
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Monthly Roundup
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Market QuickTakes
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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
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Monthly Sector Insights
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Monthly Economic Monitor
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Monthly Credit Strategist
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Monthly Equity Factors
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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
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Weekly Tactical Tradebook Update
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Bi-Weekly ETF Reports
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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
Asset Allocator's Guide
Macro Strategy
Quarterly roadmap to guide portfolio allocations and enhance investment committee decisions.
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.
QuickTakes
Macro Strategy
Quick hits on market moving topics in under 3 minutes.
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
Sector Insights
Core Ratings
Fundamentals, earnings, technicals, sentiment, and investor positioning.
Credit Strategy
Core Ratings
Ratings and analysis across credit classes, including treasuries, corporate, and international bonds.
Global Markets
Core Ratings
Summary of macro trends and key indicators across global markets.
Economic Monitor
Core Ratings
Key indicators across labor, consumers, housing, manufacturing, and more.
Tactical Ideas
Idea generation across industries, themes, and equities
ETF Opportunities
Tactical Ideas
Full report discussing the opportunity, catalysts, risks, and portfolio implementation.
Two Sigma Events
Tactical Ideas
Highlights quantitative opportunities based on statistical analysis across asset classes.
Tactical Tradebook
Tactical Ideas
Tracks performance and provides real-time updates on key catalysts and risks.
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.
