Market analysis, idea generation and education from a London-based portfolio manager.
Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.
Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
In-depth and unbiased research. That is what we value most.
Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.