At the Institute of Trading and Portfolio Management we offer
world class research to our members from Trading and Portfolio
Management Professionals. You can browse the free sample research
notes from each author in order to find the investment professional
that can regularly provide you with the best trading and investment
ideas.
The Global Macro Report (GMR) Lite
The Global Macro Report (GMR) Lite includes 15 releases /
updates per month covering all major Macroeconomic Indicators
globally and a 110 page consolidated report at beginning of each
month.
Releases include, but are not restricted to;- The ISM
Manufacturing Index, The ISM Non-Manufacturing Index, The
University of Michigan Consumer Sentiment Index, The Employment
Situation Report (Payrolls), Authorized Building Permits, Housing
Starts and Completions, European Economic Sentiment Indicator (ESI)
for all European Union and Eurozone Countries with Buillish /
Bearish analysis for Pan European Sectors, China PMI data, China
Exports data and China Supplier Deliveries data. The Macroeconomic
analysis is published throughout the month as the numbers hit the
newswires.
- Economics
- Equities
- Currencies
- Commodities
Anton Kreil (click for bio)
Education: BA
Economics
Institution: University
of Manchester
Occupation: CEO
Company: Institute of
Trading and Portfolio Management
Previous Employer 1: JP
Morgan
Position: Vice
President Trader
Previous Employer
2: Lehman Brothers
Position: Vice
President Trader
Previous Employer 3:
Goldman Sachs
Position: Associate
Trader
Assets Traded:
Equities, Currencies, Commodities, Rates
Trading Approach: Top
Down Long / Short Portfolio
Time Horizon: 3-12
months
Products Traded: CFD,
ETF, ETC, Spread Bet, Futures
The Global Macro Report (GMR) Full
The Global Macro Report (GMR) Full is a 160
page report and is an extension to The Global Macro Report (GMR)
Lite. On top of receiving all of the monthly releases included as
part of the GMR Lite package, subscribers receive a full
Macroeconomic analysis plus major trading opportunities in
Equities, Currencies & Commodities.
The GMR Full, provides subscribers with a monthly Global Asset
Class Snapshot with trends, Global Sector Snapshot with trends and
a Macroeconomic round-up across the United States, Europe and Asia.
This includes but is not restricted to, The ISM Manufacturing
Index, The ISM Non-Manufacturing Index, The University of Michigan
Consumer Sentiment Index, The Employment Situation Report
(Payrolls), Building Permits, Housing Starts and Completions,
European Economic Sentiment Indicator for all European Union and
Eurozone countries with Buillish / Bearish analysis for Pan
European Sectors, China PMI data, China Exports data and China
Supplier Deliveries data.
Subscribers also receive access to the Institutes Long / Short
portfolio of positions and the reasons why these positions are on.
By having access to the portfolio, subscribers are able to generate
high quality trading and investment idea's.
- Economics
- Equities
- Currencies
- Commodities
Anton Kreil (click for bio)
Education: BA
Economics
Institution: University
of Manchester
Occupation: CEO
Company: Institute of
Trading and Portfolio Management
Previous Employer 1: JP
Morgan
Position: Vice
President Trader
Previous Employer
2: Lehman Brothers
Position: Vice
President Trader
Previous Employer 3:
Goldman Sachs
Position: Associate
Trader
Assets Traded:
Equities, Currencies, Commodities, Rates
Trading Approach: Top
Down Long / Short Portfolio
Time Horizon: 3-12
months
Products Traded: CFD,
ETF, ETC, Spread Bet, Futures
The Weekly FX Summary
The Global FX Report
provides you with expert analysis on global currency markets,
covering all Major, Emerging and Commodity currency pairs. You will
receive a comprehensive breakdown that takes a Top Down, Global
Macroeconomic approach with a focus on the fundamental and
technical factors driving each country's currency.
Volatility in currency
markets has increased significantly in recent years due to a major
focus on Macroeconomic fundamentals driving markets. Volatility in
Major, Emerging and Commodity currency pairs around Macro "events"
and "shocks" offer traders potentially high rewards in a short
space of time. For this reason Alin Puin produces The Global FX
Report on a weekly basis for his subscribers at an ultra
competitive and affordable monthly rate. Subscribers also have
access to Alin's current positions that he has on himself in the
FOREX markets and the reasons why he has them on. Consequently, and
by default, Alin's report will provide you with five trade ideas
per week.
Alin is a full time
independent trader based in Bucharest and is dedicated to trading
the global currency markets. He was selected by the Institute of
Trading and Portfolio Management in 2010 to offer Institute traders
his expertise in this area due to his consistent profitability and
his logical, Top Down technical trading approach.
Alin Puian (click for bio)
Occupation: Independent
Trader
Assets Traded: Currencies,
Commodities, Futures, Options
Specialist Area:
Currencies, Futures
Trading Approach: Global
Macro / Top Down combined with detailed technical analysis
Products Traded: CFD, ETF,
ETC, Spread Bet, Futures
The Global Market Rumours Report

The Global Market Rumours Report provides you with an
expert summary and analysis of all the major and most interesting
market rumours globally. Every fortnight you will receive a
comprehensive breakdown of rumours that are driving individual
Equities and the markets, complete with the reasons behind each
rumour. Also provided in Jasons report are his views on the rumours
themselves. Awareness of rumours circulating in individual stocks
and the general market is vital to the success of any trading or
investment portfolio. Feedback from subscribers to The Global
Market Rumours Monthly has been extremely positive so far. It's
contents can help traders avoid making uneccessary losses and can
help locate potential volatility and therefore opportunity in many
stocks and assets. For Portfolio Managers The Global Monthly Market
Rumours report can enhance Long / Short returns and help in the
decision making process for portfolio direction. In addition to
receiving a breakdown of all rumours, subscribers also receive
access to Jason's personal trading portfolio of around 15
positions, complete with a thorough breakdown of each trade he has
on and why.
- Economics
- Equities
- Currencies
- Commodities
Jason Else (click for bio)
Occupation: Independent Trader
Assets Traded: Equities,
Currencies, Commodities
Specialist Area: U.S. and U.K.
Equities
Trading Approach: Top Down Long,
Short Portfolio
Time Horizon: 3-12 months
Products Traded: CFD, ETF, ETC, Spread
Bet, Futures
The Asian Monthly Report

Kwan is a freelance Economist and independent trader operating
out of London and Hong Kong. Kwans Asian Monthly
Report provides subscribers with a regular and comprehensive
Top Down Macroeconomic analysis of China, Hong Kong, Japan and
Korea. Subscribers receive a full breakdown of Macro' factors that
are driving both Asian Equities markets and Currencies across the
region. Subscribers also receive access to Kwans personal trading
portfolio with the positions he has on at any given time and the
reasons why he has them on. Kwans speciality is predicting the
actions of central banks and policy makers across the region, using
a bespoke model (developed by Kwan himself) to accurately predict
interest rate moves, bank reserve ratio moves and Equities markets
and Currency direction. The Asian Monthly report is not only useful
for traders with a focus solely on Asia. Traders that focus on the
U.S. and Europe also find The Asian Monthly Report extremely useful
as U.S. and European corporates (Western Economies) depend not only
on their own regional growth but on Asian growth also. For his
subscribers, Kwan is very much their "eyes and ears" in the Asian
Equities markets.
- Economics
- Equities
- Currencies
- Commodities
Kwan Yuen Iu (click for bio)
Education: Bsc
Economics
Occupation: Freelance
Economist & Independent Trader
Assets Traded: Indicies,
Equities, Currencies, Commodities
Specialist Area:
Commodities
Trading
Approach: Macroeconomic approach, Equity Hedge
Time Horizon: 3-12
months
Products Traded: CFD, ETF,
Bull/Bear Contract, Spread Bet, Futures, Physical Shares
The Global Monthly Commodities Report

The Global Monthly Commodities Report provides subscribers with
expert analysis on global commodities markets, covering Energy and
Fuels, Precious Metals, Industrial Metals, Agricultural Soft's and
Livestock and Meats. Subscribers receive a comprehensive breakdown
each month that takes a Top Down Macroeconomic approach to asset
classes with a focus on Commodities and individual factors driving
each commodity subset. Subscribers also have access to Andrews
portfolio, all of his positions and the reasons why he has those
positions on. By having access to all of this, subscribers are able
to add more rigour and analysis to their portfolio's and by default
have access to around fifteen, well thought out positons, that have
been taken by someone who actually takes that risk as well. Andrew
was raised and has worked in the farming industry his entire life
and has traded physical soft's his whole life. To help increase
profitibility in the family business, Andrew began using commodity
futures and derivatives to hedge physical exposure. Success in this
field enabled Andrew to branch out into trading all Commodities
across the entire asset class. Andrew has an inherent understanding
of supply and demand factors that affect all major Commodities and
has a reputation for forcasting news and market reaction very
accurately.
Andrew Banks (click for bio)
Education: MENG Civil Engineering
Occupation: Agricultural Farming
(Physicial Commodities Trader) and Independent Commodities
Trader
Assets Traded: Equities,
Currencies, Commodities, Rates
Specialist Area: Commodities
Trading Approach: Top Down Long,
Short Portfolio
Time Horizon: 3-12 months
Products Traded: CFD, ETF, ETC, Spread
Bet, Futures
Large Cap Defensive and AIM Stocks Monthly Report

Jon manages seven investment and trading portfolios through a
number of SIPPS and ISAs ranging from 5 to 35 years. Jons focus is
on Large Cap Defensive stocks and AIM stocks in the United Kingdom.
In the Large Cap portfolios, Jons focus is to expose himself to
high dividend yield and constant earnings growth. Jon also has a
special focus in locating and building portfolios in "higher
quality" AIM stocks. Current UK tax regulations stipulate that AIM
stocks held for more than two years are exempt from U.K.
Inheritance Tax. As well as trying to minimise the effects of
market volatility through Offsets and Derivatives, Jon prefers to
remain well invested in stocks, to the long side and for the longer
term. There are no restrictions on holding periods. The Large Cap
Defensive and AIM Stocks Monthly Report provides subscribers with a
detailed analysis of U.K. Large Cap Defensive and AIM stocks
(across multiple industries). Subscribers also receive access to
Jons portfolio, his positions and why he has his positions on.
Consequently, subscribers receive multiple longer term investment
ideas for their portfolios on a regular basis.
Jon Brierley (click for bio)
Education: Higher National Diploma
Textile Technology
Occupation: Managing Director U.K.
based Textile company & Managing seven investment
portfolios
Assets traded: Equities, Bonds,
Commodities
Trading approach: Defensive Top Down
approach with Offsets & Derivatives
Time horizon: Unlimited
Products traded: Physical Shares,
CFD's, Bonds, ETFs and Spread Bet
The Weekly Day Trading Update
After completing his Msc in International Banking and
Finance in 2002, Lee began his Day Trading career focus with CTC
London. Within 6 years Lee built his capital base from a five
figure book to over seven figures. In 2004, he joined Europes
leading Day Trading boutique Van Der Moolen, and In 2007 he
received the coveted title ranked as "Van Der Moolens Number One
Equities Day Trader." Lee left Van Der Moolen in 2008 to become
Independent. In his first year as an Independent, Lee predicted
with staggering accuracy, the ensuing Financial
Credit Crisis and was heavily short
the correct risk assets in size. Lee had a phenomenal year in a
period that saw many top traders ruined by the crisis. Lee
continues to trade on a professional basis as an Independent
Proprietary Trader.
- Economics
- Equities
- Currencies
- Commodities
Lee Moyes (click for bio)
Education: Msc International Banking and
Finance
Institution: University of Liverpool
Occupation: Trader
Company: Private
Previous Employer 1: Liquid Trading
Position: Trader
Previous Employer 2: Van Der Moolen
Position: Trader
Assets Traded: Equities, Commodities, Bonds,
Futures, Options
Trading Approach: Short Term Volatility - Day
Trading
Products Traded: DMA, CFD, ETF,
Spread Bet, Futures