Our research

Our Business: 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 economists and strategists cover all major asset classes worldwide—equities, fixed income, FX, commodities, real estate, and private equity—through a complementary suite of services

 

  • Investment strategy:
    • Medium-term asset-allocation views,
    • Tactical (one-month) Dashboard for near-term positioning
  • Additional research:
    • Brief, one-off notes on market-moving topics (Editorials)
    • Weekly editorial on a topical issue and its market implications,

 

Who we serve

 

We support professional investors and corporate leaders across the spectrum:

 

  • 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:

 

Our clients, Asset managers, Investors, Financial advisers, Family offices

Investment strategy

Contact us

Our strategist economists are at your disposal

+33 1 53 42 65 33 socofi@socofi.com

Informations

France's leading independent research company in macroeconomics and investment strategy.