Research
Our Research leads our current investment thinking across Fulcrum’s investment team, economists and asset class specialists.
All
Gavyn Davies on Macro
Fulcrum Blog
White Papers
Academic Research

11 May, 2023
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Proxy Battles

14 March, 2023
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Adjusting the resolution: reflections on the 2022 proxy season

02 February, 2023
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Buying is good, building is better

19 December, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
UK economy lags G7 peers in post-pandemic recovery

07 November, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
The role of short-selling

24 September, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Stars aligning for portfolio alignment
See more

01 January, 2021
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.