Executive Summary
Through a long-standing partnership, Capital Economics delivers timely macroeconomic insights to Margetts, a UK fund manager, helping their investment team stay ahead of market developments. Our analysis supports internal strategy discussions and strengthens client communications by feeding directly into the fund managers’ monthly updates.
Client Background
Margetts is a UK-based fund manager focused on delivering active investment solutions. In a fast-moving global environment, they require expert economic perspective to inform asset allocation and respond effectively to shifting market dynamics.
Challenge
To maintain a forward-looking investment approach, Margetts needed regular, digestible insights into key macroeconomic trends—from geopolitical developments to monetary policy shifts and market performance—tailored to the interests of their fund management team.
Solution
We provide Margetts with regular, bespoke commentary on selected topics drawn from Capital Economics’ thought leadership publications. These monthly topics span a wide array of relevant themes, including global economic outlooks, regional risks, and implications for financial markets. For each topic, we produce a concise 2–3 page Word report summarising our key views and forecasts. This is followed by a conference call with the fund managers, offering the opportunity to ask questions and explore implications in greater depth.
Detailed Results
Our partnership enhances Margetts’ investment decision-making by offering expert guidance on pressing economic issues. The reports are incorporated into the fund managers’ client-facing communications, reinforcing Margetts’ value proposition through timely, expert-backed insight.
