RECENT FEATURED TOPICS

Deep dives into topics undergoing transformational change.

OUR LATEST FEATURED TOPIC

Hot off the press.

INVESTMENT THEME ADJUSTMENTS

Our new additions with alpha-generating potential, and performers ready to sell.

JOE MAC’S MARKET VIEWPOINTS

Joe’s bigger picture, thematic reports, the philosophy of which informs much of what we do at MRP.

December 5, 2018

Joe Mac’s Market Viewpoint: The Next Handle

October 31, 2018

Joe Mac’s Market Viewpoint: A Review of Our Change-Driven Themes

September 28, 2018

Joe Mac’s Market Viewpoint: FX Matters

July 26, 2018

Joe Mac’s Market Viewpoint: U.S. Markets at Midyear