May 22, 2020
Join our community of hedge fund CIOs and global asset managers that can’t be found anywhere else.
What is Stray Reflections?
Our flagship monthly publication provides unbiased insight into the key macro forces that are shaping the global investment landscape. You’ll advance your thinking in a distinctive way.
Get access to the best ideas from our community of hedge fund CIOs and global asset managers with notes from our exclusive “The Most Interesting Dinner in the World” series.
Receive timely and actionable recommendations to play key macro themes on a 6 to 18-month investment horizon. We also send breaking views ahead of major inflection points.
We host events all year-round, from intimate, invitation-only dinners to larger gatherings in London, New York, Los Angeles, Toronto, Singapore, Hong Kong, and Abu Dhabi.
Get access to our global macro portfolio, which is a true expression of our high-conviction themes. You’ll see positions across each asset class and geography.
Ask questions, engage with other subscribers, share articles and ideas, and keep track of market developments in real-time with our subscriber-only Slack group.
Direct access by telephone to discuss specific questions, interpret breaking events, game out scenarios, or glean greater understanding of our views.
Our special reports distill an original investment idea or an important theme, closely studying how that influences the macroeconomic outlook and markets.
June 24, 2020
May 30, 2020
May 26, 2020
April 20, 2020