Investment strategy research
Founded in 1986 — and led since 2009 by Jean-Pierre Petit — LCV Research specializes in independent macro and cross-asset strategy research. Our work links macro developments to portfolio decisions across global markets.
What we do
Our macro strategists cover all major asset classes worldwide — equities, fixed income, FX, commodities — through a complementary suite of services.
- Investment strategy:
- Medium-term asset-allocation views,
- Tactical Dashboard for near-term positioning (one month)
- Topical research:
- Weekly editorial on topical issues and their market implications
- US Equity & Tech Bubble Watch: A monthly report which aims to determine whether there is excessive optimism in the equity markets
- European Sovereign debt investment strategy: Monthly insights on long-term Eurozone sovereign bonds and spreads
- Quarterly France Insights: A quarterly review of the economic, political and financial situation of France
Who we serve
We help professional investors and corporate leaders across the board:
- Asset managers (Rothschild & Co, Amundi, etc)
- Institutional investors and insurers
- Family offices and wealth managers
- Financial advisors and market participants
- Multinationals and public institutions (LVMH, Seb, Dassault, BIS)
- CEOs and CFOs
The quality of our services, our expertise, consistency and transparency, have helped us grow our client base steadily since 2009:
