Research Capabilities
Great research happens when academic rigor meets market reality. We've spent decades bridging that gap, developing frameworks that work as well in trading rooms as they do in policy meetings. Our research isn't just published - it's put to work by financial institutions and policymakers making real-world decisions.
When clients need answers to complex questions, we deliver insights shaped by both scholarly precision and practical experience. Whether analyzing emerging trends or developing systematic frameworks, we provide solutions that combine sophisticated analysis with real-world applicability.
Research Solutions in Practice
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GLTER - Gold's Long-Term Expected Return
Breaking new ground in gold market analysis, our 2024 collaboration with the World Gold Council uncovers relationships between economic growth and gold prices. This research challenges traditional inflation-focused narratives, providing institutional investors with new frameworks for portfolio decisions.
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How Super Are Commodity Cycles?
When commodity analysts heralded a new super cycle in 2021, we put these claims to the test using our seminal 2008 IMF framework. This research demonstrates how our original statistical methodology continues to provide clear insights into commodity price movements, helping institutions separate market narrative from economic reality.
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A Machine Learning Approach to Measuring Inflation
As Chief Investment Officer of Stategy Capital, we developed a robust framework combining machine learning with economic analysis to identify distinct inflation regimes. The resulting framework provides institutional investors with practical tools for positioning portfolios across different inflation environments.