|
About Longview Economics complexity simplified
Longview Economics is an independent consultancy specialising in making the complex simple through macroeconomic, thematic and commodity research. Founded in 2003 by CEO Chris Watling who is a regular speaker at the PortfolioConstruction Forum Conference each August, Longview Economics offers strong macro and quantitative views across all major asset classes and markets. Views are based on rigorous analysis of global risk appetite, sophisticated technical indicators, understanding structural global volatility trends, valuation metrics for different global asset classes, in-depth understanding of the global economic cycle, and analysis of the interaction of economic cycles and structural trends in volatility. In Australia and New Zealand, you can subscribe to Longview Economics' publications through PortfolioConstruction Forum. You can subscribe to any individual publication, or a package (discounts apply). |
||
|
Longview publications |
||
|
Publication |
Description |
Frequency |
|
Market Outlook |
A one- to two-month view on risk, with tactical asset allocation recommendations |
Monthly |
|
Global Asset Allocation |
One- to two-year asset allocation recommendations, including recommendations on all major global assets based on global macro economic trends and relative valuation analysis |
Quarterly |
|
Letters |
Analysis of key issues in global financial markets & the global economy |
8 per year |
|
Commodity Watch |
Analysis of commodities & commodity related trends |
Mid-month |
|
Global Macro |
Analysis of key macro events & the global cycle. |
Mid-month |
|
China-India |
Key stories from various sources about China and India. |
Weekly |
|
|
||
