Our Thought Leadership
The Alfa Compass
Welcome to our weekly newsletter that brings together the latest research and market insights from our global team.
March 25th Edition by Jason Thomas
This week’s edition explores tariff-driven volatility, potential Fed rate cuts, and the economic impact of AI-related spending.
Past Editions
March 18, 2025 - By Ruulke Bagijn and Peter Cornelius
March 11, 2025 - By Jeff Currie
March 4, 2025 - By Jason Thomas
February 25, 2025 - By Jason Thomas
February 18, 2025 - By Matt Savino
February 4, 2025 - By Jason Thomas
January 28, 2025 - By Jeff Curie
January 21, 2025 - By Jason Thomas
January 14, 2025 - By Jason Thomas
January 7, 2025 - By Jason Thomas
December 17, 2024 - By Ruulke Bagijn
December 10, 2024 - By Jason Thomas
December 3, 2024 - By James Gutman
November 19, 2024 - By Jason Thomas
November 12, 2024 - By Jason Thomas
November 5, 2024 - By Jason Thomas
October 29, 2024 - By Jeff Currie
October 22, 2024 - By Jason Thomas
October 15, 2024 - By Hannah Khizgilov
October 8, 2024 - By Jason Thomas
October 1, 2024 - By Jeff Currie
September 24, 2024 - By Jason Thomas
September 10, 2024 - By Jason Thomas
August 20, 2024 - By Jason Thomas
August 13, 2024 - By Jeff Currie
August 6, 2024 - By Jason Thomas
July 30, 2024 - By Jeff Currie
July 23, 2024 - By Jason Thomas
July 16, 2024 - By Peter Cornelius
July 9, 2024 - By Jason Thomas
June 25, 2024 - By Jason Thomas
June 18, 2024 - By Jeff Currie
June 11, 2024 - By Jason Thomas
June 4, 2024 - By Jason Thomas
May 29, 2024 - By Jason Thomas
May 21, 2024 - By Jason Thomas
May 14, 2024 - By Jason Thomas
Featured Whitepapers
Discover insights from our Global Research team.
