Investment Research

Institutional-Grade
Macro Intelligence

Rigorous macroeconomic analysis and cross-asset research, delivered to clients who demand more than consensus views. Our research is designed to give you the framework and the data to act with conviction.

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Research Coverage

Beyond the Consensus

Our research team takes a systematic, macro-first approach to understanding financial markets. We are not in the business of making short-term predictions or repackaging sellside commentary. Instead, we build fundamental, evidence-based frameworks for understanding where we are in the cycle — and what that means for your portfolio.

Every report is designed to be actionable: we do not just describe what is happening, we explain what it means for asset allocation, sector rotation, and specific investment opportunities. Our work is the same research process that informs our own capital allocation.

Global Monetary PolicyYield Curve DynamicsInflation RegimesCentral Bank CommunicationCredit Market ConditionsEquity Valuation FrameworksCurrency & FX FlowsCommodity SupercyclesGeopolitical Risk PremiaEuropean Fiscal PolicyEmerging Market MacroSector Rotation
Monthly Macro Outlook

Comprehensive review of the global economic cycle, covering growth, inflation, monetary policy, and cross-asset positioning.

Weekly Market Monitor

Short-form analysis of the week's key macro events, market moves, and positioning updates.

Thematic Deep-Dives

Periodic long-form reports on structural macro themes: deglobalisation, energy transition, central bank balance sheets, and more.

Webinars & Commentary

Live and recorded sessions walking through market developments, portfolio implications, and Q&A with our research team.

Subscription Tiers

Choose Your Coverage

All plans can be billed monthly or annually. Annual subscriptions include two months free.

Essential
€99/month

Macro context for informed investors seeking to understand the big picture.

  • Monthly Macro Outlook Report
  • Monthly Macro Newsletter
  • Zinscapital Macro Terminal (Starter)
  • Access to article archive
Subscribe — Essential
Most Popular
Professional
€249/month

Full research coverage for active investors and portfolio managers.

  • Everything in Essential
  • Weekly Market Monitor
  • Quarterly Thematic Deep-Dive
  • Monthly Webinar & Live Q&A
  • Zinscapital Macro Terminal (Professional)
  • Portfolio positioning framework
  • Email access to research team
Subscribe — Professional
Institutional
Custom

Bespoke research coverage and direct analyst access for institutional clients.

  • Everything in Professional
  • Custom research on request
  • Direct analyst access
  • Zinscapital Macro Terminal (Institutional + API)
  • Bespoke portfolio analytics
  • Priority report delivery
  • Dedicated client portal
Contact Us

Prices are indicative and subject to change. All subscriptions are governed by our Terms & Conditions. Research subscriptions do not constitute investment advice.

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Before subscribing, request a complimentary sample of our Monthly Macro Outlook to evaluate the quality and depth of our research.

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