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Not satisfied with the state of economic research, we set out to build our own set of tools that answered the questions we had about financial markets, asset allocation and asset management.TABITHA SIMMONS Cleo Slide Sandals 834, Red Black White, 7.5 US 37.5 EUTabitha Simmons Connie Women's Sandals Light Den Gld Drgfly.

Our diverse team of experts has created a robust, repeatable and scalable set of tools that works across cycles. The result? A data-driven framework that gives you the actionable advice you need to make sound investment decisions.

We incorporate outsider and insider views, giving you an objective and comprehensive overview of leading indicators and emerging trends. We focus on looking forward so that you can make the best decisions for the future, whether you’re an individual or an institution.

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Whether you are a macro PM or an equity long/short hedge fund, we’re guessing you’re short on time. Variant Perception offers easy-to-digest reports equipped with powerful charts so that you can identify the best risk/reward investments. Our Thematic papers, by industry or country, alert you to the most compelling macro trades and hedging opportunities.

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Many Family Offices see us as an outsourced CIO – our succinct reports help you digest the global macro picture. Our research surveys the G20 economies and markets, alerting you to the sectors or countries most worthy of your attention. Generalists by nature, we cut through the noise of macro to identify only the most compelling investment opportunities.

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We find VP’s highly creative forward-looking crunching of macro-economic data for the purpose of forecasting future turning points and trends in financial markets highly useful. VP provides research that has a genuine claim on both originality and practical value – in other words, the rare kind of research that is almost certain to pay for itself, because it will really help your investment process. Readers should definitely check it out.

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This is me pounding the table that you should subscribe to this. VP was recommended to me a year ago by someone whose recommendation carries a lot of weight with me and I’ve been super impressed with the quality of the work and, more importantly, the accuracy of their calls. No brainer.

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As someone who is constantly monitoring the macro landscape, I find Variant Perception to be a great resource in getting a quick high-level view of global markets. In addition to this big picture view, they are also very good at drilling down into more detail on specific themes and market drivers they find compelling. US Dollar strength and Turkish Lira weakness are just two examples of specific themes where they were amongst the earliest to call in 2018.

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In this report, we show graphically the dampening impact of central banks and short volatility strategies on financial markets. While the effects of volatility compression have been clear, we believe the underlying mechanisms by which volatility is generated have not been changed.

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