Our research is for decision-makers – hedge fund managers, asset allocators, family offices, individual investors, and those who need leading research on where the market is going. Our research team integrates long-term market insights with tactical trading strategies, technical and uniquely personalized delivery for investors.
With over 150 years of market experience, the MI2 research team has made our name through comprehensive market coverage, timely calls, and a proven track record. The team brings a unique perspective to the research process. Members have run sales desks, founded and managed hedge funds and served on the Bank of England.
MI2 INSTITUTIONAL RESEARCH – Our comprehensive product with the broadest macro coverage for investors with access to institutional trading accounts. Our work is distinguished by macro-focused market research pinpointing undetected trends in tradable markets – equities, fixed income, FX, and commodities. We deliver published research via a web portal through written reports, video presentations, as well as group and individual presentations and conference calls with our research team. We post when we have something to say and not on a set schedule. The mixture and timing of pieces are market-dependent, but we publish approximately eight times a month.
Monthly Research Reports
Research Team Access
REAL VISION PRO MACRO; MACRO INSIDERS – A lighter macro research newsletter focused on assets available to retail investors, published in collaboration with Raoul Pal of GMI and marketed and sold through Real Vision since 2017. Unlike our Institutional product, it is posted on a set schedule with five reports a month. We contribute to Real Vision and do not have an equity relationship with either Real Vision or GMI. More information about the product can be found here.
THOUGHTS FROM THE DIVIDE – Our free, weekly newsletter that shares what our Research Team is reading to refine their views on current, influential macroeconomic topics. The newsletter offers brief synopses on articles of interest from various media outlets, accompanied by charts. Subscribe here.
Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. Julian has over 30 years of experience in financial markets and has held market and research positions. He spent five years at Medley Global Advisors as the Managing Director of the G7 Client Team. Julian served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich and New York at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brothers. Click here to read more about Julian.
Areas of Expertise: Known for uncovering market moves and correlations that others are not seeing, specifically called inflation increase in January 2021 and the end of Globalization in early 2019; skilled at rates, fx and the relationship between markets.
Harry Melandri is an Advisor and joined the MI2 Research team in 2018. Harry has over 30 years of financial markets experience and has held senior roles in fixed-income portfolio management at Deutsche Asset Management and Bevan Howard. He also has macroeconomic research and macro strategy at the Bank of England and Medley Advisors and in fixed income and derivatives trading at UBS and other investment banks. Click here to read more about Harry.
Areas of Expertise: Rates Portfolio Management, central banks, fixed income and rates derivatives trading, policy analytics and Emerging Markets
Ronnie Aked is an Advisor and joined the MI2 Research team in 2015 after two years at Capstone Investment Advisors as a Portfolio Manager. Ronnie has extensive experience on the buy-side as Co-founder, CIO and Macro Portfolio Manager at Arsago, UBS O’Connor and Capstone.
Areas of Expertise: Portfolio construction, market positioning and flow, fx, hedge fund management
David Kreisa joined MI2 in 2019 from Gelber Group LLC, where he started foreign exchange trading operations in 2005. David was a portfolio manager and Head of Trading – Foreign Exchange with a team of 80 traders with offices in Chicago, New York, Zurich, and London. Before Gelber, David worked as a proprietary trader at AIG Trading, NationsBank, and Bank Julius Baer.
Areas of Expertise: Market mechanics and trading, foreign exchange
Jeff Uscher is the primary contributor to the Japan Update, providing insights into the Japanese economy and markets. Jeff is the founder of Jeff Uscher’s Japan Insider and has over 35 years of experience following Japan. He is fluent in Japanese and reads local news sources to discover insights on policy, politics and economics, often unavailable in English.
Steven Sweeney joined MI2 Partners in 2016 and provides much of the analysis that forms the backbone of our research. His previous modelling work ranged from the behaviour of energetic systems to commodity, equities and currency analysis. He uses a variety of modelling methods, programs, and coding languages.
Areas of Expertise: Model analysis, data analytics, teasing out relationships between data
Gretchen Brigden is Co-Founder and Chief Operating Officer at MI2 Partners, responsible for sales, client management, legal, compliance, and administrative functions. Gretchen brings over 30 years of professional experience in finance, including extensive work in portfolio management and esoteric asset-backed finance. Before MI2, she held senior-level Structured Finance positions in New York and Charlotte at Guggenheim, Ambac, Merrill Lynch Bank, Deutsche Bank and First Union Capital Markets. She is on the board of Trustees of Dickinson College.
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