Our Research

Our research covers a wide range of liquid global asset classes. We cover Equities, Currencies, Interest Rates, and Commodities, beginning with a high-level perspective and moving into a detailed focus on specific markets. The broad scope of this work speaks to market participants on many timeframes and in many situations, and allows our clients to use it in whatever way best suits their needs. Waverly produces several research reports:

 

The Tactical Playbook (TP)

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for active and shorter-term traders and managers

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  • All major asset classes and markets
  • Trade ideas with clear, precise entry and exit points and risk management guidelines, insightful trading techniques and concepts.
  • Centered around a hybrid systematic-discretionary methodology. Our clients find many ways to implement our ideas in their own investment processes
  • Excellent history of identifying tactical / technical inflections in the market

 

The Tactical Portfolio Outlook (TPO)

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for managers and investors working with longer investment horizons

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  • Focus on Equities, Equity Sectors, Fixed Income, and Commodities
  • Emphasis on allocating and executing with ETFs in (both long-only and long-short)
  • Macro perspective on risk factors and major economic events
  • Trade and allocation examples focused on an ETF-based investment universe

 

The Options Market Outlook (OMO)

for the options trader or manager using options for trades, to enhance income, or to manage risk

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  • Uniquely combines a tactical (directional) bias with volatility analysis
  • Specific trade ideas based on tactical opportunities in the market
  • Insight into what hedges make sense in the current environment, and how to implement those hedges in a portfolio context
  • Analytics to enhance short vol strategies such as buy writes, covered calls, or short puts