McAlinden Research Partners, a division of Catalpa Capital Advisors, provides daily, weekly, and other periodic reports that identify actionable investment themes early. As students of change, we specialize in the identification of critical inflection points for asset classes, industry groups, and other clusters of securities. MRP reports complement the individual investment styles of clients by guiding them to where they can find investment opportunities.
MRP clients include pension funds, sovereign wealth funds, private banks, asset managers and wealth advisors from around the world.
LATEST WEEKLY REPORTS REPORTS THAT COMPILE DATA, ANALYZE THE NEWS FLOW, AND FLAG EMERGING TRENDS OPPORTUNITIES
Commodities have struggled this year. The overall Journal of Commerce Commodity Index is down -3.3%, with a majority of the sub-indexes down as well. These days, the opportunities are to be found within individual commodities. Here are three that we like: oil, metals, and wood ... plus one more: hides. READ THE REPORT
Tobacco is out, e-cigs are in, and marijuana beckons. The global crackdown on tobacco continues. But some small innovators are laying the groundwork for the big tobacco companies to turn their industry around, a prospect that has gained more momentum since our last update on this theme. READ THE REPORT
After its recent pause, we expect the Abe Trade to resume. The spark for this could be Abe's third major initiative that is starting to take shape: long-term reforms to open up the economy and put the country's finances on a sounder footing. And the resumption could again be led by the yen. READ THE REPORT
REPORTS THAT CONSOLIDATE THE DATA AND OUTLINE MACRO AND INVESTMENT THEMES