Longview products

Our research products help investors manage and structure their portfolios according to specific investment horizons.

Market Timing Research

Market Timing Research helps clients finesse entry points into and out of risk positions. Decisions are based on our quantitative models and then enhanced by our global macro view.

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Quarterly Asset Allocation

Quarterly Asset Allocation makes 6 month - 2 year recommendations on all major global assets, including equities, sovereign and corporate bonds, commodities and cash. The recommendations are based on global macro economic trends, key global themes and relative valuation analysis.

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Thematic, Global Macro and Commodities Research

Thematic, Global Macro and Commodities Research gives our clients an in depth analysis of the key issues & themes facing the global economy.

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Tracking our record

View an introduction to our track record

Longview Economics track record

Want to know more about our track record in predicting market trends?

On setting up Longview Economics in 2003, our key aim was to help investors make better investment decisions. In order to be accountable to that aim we have published ongoing explicit recommendations and tracked those recommendations since late 2004. Some of the recent key calls on markets and key macro calls are shown in the attached timeline. A full performance table is available on request.

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From the blog

  1. Kindleberger's Asset Price Bubbles & J Stein Speech - Feb 2013 "Overheating in Credit Markets"

    posted by Chris Watling,

      Charles Kindleberger theorised that asset price bubbles contain 3 common characteristics: i)        ...

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  2. China's shifting policy priorities

    posted by Chris Watling,

    Replacement of Chen Yuan is likely a key signal of chinas leaderships intent on cleaning up excessive credit growth. The CDB sits at the heart of the ...

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Longview in the news

  1. Wall Street Journal - Wheels are Falling off the Supercycle

    For the full article, please follow the link.

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  1. Financial Times

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