Macroeconomic Research | Renaissance Macro Research

Original Research

We help clients view the world through a differentiated lens not readily available from traditional investment houses. RenMac’s partners left larger bulge-brackets to focus on building a world class database back to the 1920s, writing code, and expanding our reach and intellectual horse-power into more markets and disciplines ( both strategic and quantitative) to provide some of the deepest, most original, and thoroughly vetted research on the street.

Macro Strategy

What is portfolio strategy? We believe it’s more than having a year-end target on the S&P or revised quarterly earnings estimates. We’ve spent the last 8yrs building out a database and ripping apart traditional asset allocation models to test what we thought we knew.

Investment Strategy

Led by Jeff deGraaf, Wall Street’s most decorated and longest-tenured technician, Team Technical provides a Daily report as well as the flagship Weekly Survival Guide Video. Using decades of historical data, we’ve pioneered numerous analysis tools designed to anticipate and adapt to market moves.

Economics

Neil Dutta continues to lead the new guard of economists with data driven analysis and modeling. Neil covers the globe with a primary focus on US data and The Fed.

Data Services

RenMac Data Services (RDS) wields our proprietary database to provides clients with bespoke data feeds designed to be integrated into their investment process. RDS specializes in price-based equity analysis for standard US and global benchmarks and various specially-tailored projects.

Washington Policy

Steve Pavlick leads our policy analysis with fresh insight. Steve helps buy-side clients identify opportunities and price political, legislative, and regulatory risks in today’s dynamic public policy environment.

Payments/Financials

As the payments process has evolved over the years, so too has the need for in-depth analysis of the entire payments eco-system, from banks to the rails and beyond. Howard Mason covers the evolving “sector” from a company and macro level, and views the landscape through a thematic, long term investment horizon. We believe in allowing the bulge brackets to cover the quarterly reports and spend our intellectual horsepower on differentiated, deep dive research.