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What is Stray Reflections?


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.

TMIDITW

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.

TRADE ALERTS

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.

GLOBAL EVENTS

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.

What else is included in my subscription?

PORTFOLIO

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.

ONLINE COMMUNITY

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.

CONFERENCE CALLS

Direct access by telephone to discuss specific questions, interpret breaking events, game out scenarios, or glean greater understanding of our views.

SPECIAL REPORTS

Our special reports distill an original investment idea or an important theme, closely studying how that influences the macroeconomic outlook and markets.

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