OM Research Information

OM Research's philosophy is that everything is now connected: equities, currencies, fixed income and all other asset classes are interrelated and those relationships are in flux. The world changed in 2007 and vast amounts of newly printed money prevented the markets from understanding the extent - until now. With the end of monetary policy dominance a reliance on fiscal policy is to be expected, if reform and trade cannot be relied on to pick up the GDP growth slack. We believe that a strong historical understanding is necessary to determine what is truly possible in future markets and our team is only made up of experienced professionals with long institutional memory and significant insight. Our analysis does not acknowledge traditional asset class boundaries and is squarely focused on understanding the true underlying drivers of securities and markets. We use fundamentals, technicals, quant, economic and political techniques while respecting the value of cyclical analysis over various timeframes.