Overview

One of the pillars of Mariana Capital is our independent research offering, where we look to analyse the markets to provide investment opportunities for our client base.

A key differentiator of the Mariana Capital research team is our true cross-asset focus. We condense our macro views with the information flow across Fixed Income, FX, Equity and Commodities to generate our regular themes and trade ideas.

We have found, increasingly, that macroeconomic factors have become more important across asset classes as government influence and involvement in markets have sharply increased.

Historically, silos have existed in major investment banks which make the smooth transfer of information flow across asset classes particularly difficult. At Mariana Capital, we look to speed up this transfer of information by integrating research teams, making our Equity clients aware of crucial fixed income / foreign exchange information implications in real-time.

We focus on major markets in foreign exchange, fixed income, commodities and equities. By considering the individual signals generated in these markets, we search for relative value opportunities either through cash equity or derivatives. Over the past year, we have offered many trading ideas where information gathered in one asset class was not accurately reflected in a related asset class