Macro Research

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Investment Theme Generation

Providing long-term thematic ideas based on megatrends and asset class outlooks.

Geopolitical & Policy Research

Deciphering geopolitical developments and understanding fiscal and monetary policies in developed and emerging markets.

Global Macroeconomic Research

Analyzing macroeconomic developments impacting markets across asset classes.

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Meet the new Extension to your Team

When you partner with Lean Research you do not have to evaluate resumes or participate in ANY interviews – we own this process 100%

Strategic Advantage

Leverage our expertise to identify key market drivers and position your portfolio for long-term success in a complex global environment.

Actionable Intelligence

Receive timely updates and interpretations of fiscal and monetary policies, ensuring you’re equipped to respond to evolving economic landscapes.

Comprehensive Macroeconomic Insights

Access in-depth research on macroeconomic trends affecting global markets, providing a solid foundation for informed investment decisions.

Expert Geopolitical & Policy Analysis

Navigate global uncertainties with precise analysis of geopolitical events and policy changes in both developed and emerging markets.

Innovative Investment Themes

Tap into long-term thematic ideas rooted in megatrends and asset class outlooks, helping you stay ahead of market shifts.

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Case Studies

When you partner with Lean Research you do not have to evaluate resumes or participate in ANY interviews – we own this process 100%

Investment Theme Generation for Small Investment Group

THE CHALLENGE

Zurich-based Small Investment Group (SIG) sought a future-focused portfolio for family-owned businesses (FOBs).
Uncertainty on presenting insights due to unfamiliarity with sector developments in the MENA region.
Aiming to identify early key investment sectors and growing companies in MENA not yet public.
No concrete plan in place and lack of direction/confidence from SIG.

OUR APPROACH

Utilized our network to enlist external experts familiar with MENA.
Engaged with SIG to understand their requirements and vision.
Introduced various investment strategy themes, helping SIG define their preferred direction.
Developed a presentation on key MENA sectors, covering trends, government support, and global context.

VALUE DELIVERED

Delivered insights that met the client’s needs.
Solidified Lean Research’s trusted advisor role.
Enabled SIG to approach FOB counterparts confidently.
Contributed to SIG's long-term vision for investments in the MENA region.
Established a lasting and trusted partnership.

"The expertise and dedication of Lean Research’s team were evident throughout the project. They helped us navigate unfamiliar territory and made us feel supported at every step."

CEO

Zurich-based Small Investment Group (SIG)

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When you partner with Lean Research you do not have to evaluate resumes or participate in ANY interviews – we own this process 100%