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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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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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