"A desk is a dangerous place from which to view the world" - John le Carré
Lykeion Research takes a collaborative approach to producing original, bottoms-up, investment research on the key themes that will deliver change.
What We Do
Above all, we instill clarity by analyzing the key thematics bringing change to the world around us.
We believe rigorous analysis and first principles thinking, paired with honest debate and the search for universal ‘truths’, is the best recipe for intellectually honest, actionable ideas.
Our timeframe is measured in months and years, not days or weeks. We believe that, in a world with an overabundance of information, being selective about what we consume is the first step to becoming better investors. For this reason we selectively focus our attention on the key themes that will drive seismic shifts within Markets, Business, and Geopolitics over the coming decade.
Everything else, we'll leave to others sitting at their desks.
What Our Readers Think
Pemberton Asset Management
"Highly recommend, superbly written and uniquely rational in a world that favours tribalism. The kind of macro and geopolitics research that looks at both sides of the story before coming to conclusions."
Author, Things That Make You Go Hmmm..
"The entire Lykeion team offer an invaluable spectrum of expertise.
I find everything they write to be thoughtful, engaging and extremely helpful in navigating what is a very difficult market environment.”
José Veiga Rodrigues
Apollo Global Management
"Lykeion is a unique platform. It combines deep intellectual curiosity with actual market experience and a humble approach to complex topics. It is an indispensable companion to make sense of the markets."
Executive Director at Morgan Stanley
"Instead of focusing on ‘what’ to think, Lykeion highlights ‘how’ to think about macro and geopolitics in an objective, well-researched, and entertaining way without a specific bias or agenda. Highly recommended to anyone in finance, consulting, and economics."