The antidote to information overload Strategic insights that put you ahead of the curve Be prepared to trade with a framework for the future
Thematic Markets is rigorous research , not commentary or opinion. The Thematic Markets process identifies the Themes driving the global political economy and where markets are going before policymakers, sell-side research and the consensus are even aware. Whatever your asset class – in FX, rates, credit, commodities, equities – whether you are a trader, an investor, an advisor, or allocating assets , the strategic insights you glean from Thematic Markets will help you maximize your excess returns .
Thematic Markets is the independent strategic insights of Marvin Barth , a former Fed, US Treasury and BIS economist with an established track-record of being ahead of markets with unconventional views, and who has worked in nearly every asset class , at banks, institutional managers and allocators , and as an economist, strategist and portfolio manager .