We believe the deployment of multiple forms of analysis, that range widely across the disciplines of narrative argumentation, mathematical modelling, and best in class quantitative trend following, allow for the greatest probability of delivering the best medium- and long-term outcomes for our clients.

To that end, Gresham’s Thought Leadership materials evidence the variety and inter-disciplinary scope of the firm’s analytical frameworks, together with their practical applications across markets and time horizons.

The CIO & Gresham Letters and our Opinion Pieces highlight the firm’s varying analytical approaches to understanding and practically applying the lessons of financial history, the trajectory of macroeconomic and political trends, and evolution and structure of mainstream and alternative commodity, fixed income, and currency markets.