We are an independent research company, focused on Europe within a global context. We provide currency, sovereign bond yields, residential real estate and stock market projections, which reflect our broader economic and political analysis.
What makes us different from other companies in this field is that we have investigated and developed our expertise in understanding the macroeconomic consequences of digitalisation.
Digitalisation is a vehicle for the Environmental, Social and Governance (ESG) transition that most of the corporate world is beginning to embrace and implement, but its impact is broader than ESG.
Understanding the unfolding effects of digitalisation, in our view, is essential for correctly calibrating and appreciating the changes that are taking place in many financial parameters, such as: inflation; potential GDP and, thus, sovereign credit risk; political and social changes, due to the financial inequality that is generated structurally by this process; and the consequences for the long-term valuations of financial and residential assets.
We provide systematic, honest and open-minded analysis. We cater for professional investors: we offer country monitoring, financial fair value valuations and political analysis. And we also provide research for everyone: we offer a structured analysis around the themes that affect everyone’s daily lives and future financial wellbeing.
We are committed to contributing to a constructive debate about supporting the empowerment of women, with particular attention paid to maternity, because women are at the epicentre of this technological jump, but they are not yet sufficiently prepared nor supported enough to be able to contribute to this change in a positive way.
We are equally committed to contributing to a constructive debate about fighting digital poverty. Digital poverty, in our view, has three equally important aspects: material deprivation, emotional vulnerability, and structural information disadvantage.

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