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FOR WEALTH MANAGERS & ACTIVE ADVISORS
Rates, inflation, oil, credit, policy, and geopolitical shocks translated into portfolio context for client conversations and allocation reviews.
Use it to prepare client-ready macro explanations, portfolio exposure context, and a defensible watchlist of what matters.
The workflow is built for advisors who need to explain duration, equity, credit, and commodity implications without rebuilding the macro picture from scratch.
When rates move, oil spikes, credit spreads tighten, or geopolitical risk hits, the advisor needs a concise answer.
Does this affect duration? Does it change equity exposure? Does it affect credit risk? Does it require action, or only communication?
That answer is hard to build from headlines and chart tabs five minutes before a client call.
Rates, inflation, credit, commodities, labor, volatility, and policy.
Duration, equities, credit, cash, commodities, FX, and sectors.
What changed, why it matters, what you are watching, and what would make you act.
Rebalance, hedge, hold, reduce, or explain.
Macro, rates, policy, commodities, supply chains, and geopolitical shocks mapped to the sectors, tickers, and model assumptions they can actually affect.
Map macro, policy, rates, commodities, supply-chain, and geopolitical moves into exposed sectors, names, and trade channels before the risk meeting.
Track rates, credit conditions, input costs, policy, supply-chain stress, and sector events that can change borrower cash flow, refinancing risk, or downside case assumptions.