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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
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
![Chalk logo image](https://www.fulcrumasset.com/uploads/2021/04/8cb877e2b4a51b54be81d199e7d4005f/chalk-logo-540.jpg)
01 January, 2021
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
Hear the latest from us
Sign up to receive our latest macro insights and news