Reports

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.

Categories:
  • Economics
  • Equities
  • Currencies
  • Commodities
The author:
Anton Kreil (click for bio)
 

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. 

Categories:
  • Economics
  • Equities
  • Currencies
  • Commodities
The author:
Anton Kreil (click for bio)
 

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.

Categories:
  • Currencies
The author:
Alin Puian (click for bio)
 

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.

Categories:
  • Economics
  • Equities
  • Currencies
  • Commodities
The author:
Jason Else (click for bio)
 

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.   

Categories:
  • Economics
  • Equities
  • Currencies
  • Commodities
The author:
Kwan Yuen Iu (click for bio)
 

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. 

Categories:
  • Economics
  • Commodities
The author:
Andrew Banks (click for bio)
 

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.   

Categories:
  • Economics
  • Equities
The author:
Jon Brierley (click for bio)
 

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.

Categories:
  • Economics
  • Equities
  • Currencies
  • Commodities
The author:
Lee Moyes (click for bio)