Research

Research

Research
Research
Members Public

Lykeion Research - May '23

Turkey, DAX, Oil, US-China, Germany-Ukraine, Recession, Gold, Debt Ceiling.

Research
Research
Members Public

Lykeion Research - April '23

MOVE vs VIX, The Dollar's Demise, Turkey's Elections, ISM and Unemployment, Russia-Ukraine War Update, Brazil's Geopolitical Strategy, and Sudan's Proxy War.

Research
Research
Members Public

Finding Relative Value in Emerging Markets

Jacob and Roger explain why, given the current level of uncertainty, it might be wise to look at relative value opportunities within emerging markets.

Research
Research
Members Public

Investing Through Japan’s Next Big Inflection Point

Jacob and Roger explain why most investors get Japan wrong and highlight the key ideas to keep in mind when investing in the country.

Research
Research
Members Public

Max Geopolitical & Macro Uncertainty in Q1.

Jacob and Roger explain why the uncertainties around the Russia-Ukraine War and China's Re-Opening should make investors extremely conservative in Q1.

Research
Research
Members Public

Laying the Foundations

The first publication of Lykeion Research lays the groundwork for the converging worlds of Geopolitics & Macro.