Kestrel Nexus Research distills macro data, liquidity, and positioning into clear, actionable views on the economic cycle. Our goal is to make the kind of work usually reserved for large institutions usable by serious individual investors, advisors, and funds.
Three pillars that translate macro mechanics into practical portfolio decisions.
Ongoing views on growth, inflation, and policy using a consistent macro framework and data-driven dashboards.
A model ETF portfolio that blends systematic macro signals with simple implementation for everyday accounts.
A rules-based rotation strategy that adapts to changing macro regimes across stocks, bonds, and cash.
For allocators, RIAs, family offices, and funds that want deeper integration of our process into their investment stack.
You need a coherent macro lens, consistent tools, and a repeatable process for navigating cycles – not one-off opinions.
Structured research, systematic toolkits, and clear communication that tie macro views back to portfolio construction and risk.
Custom research projects, white-label commentary, process audits, benchmark models, and standing advisory calls.
Investment teams that want to augment their own research capacity while keeping full control of implementation and client messaging.
Simple tiers for individuals, professionals, and institutions, with the same underlying process across all.
Full access to written research, dashboards, and model portfolios in an easy-to-follow format for serious individual investors.
Everything in Retail plus implementation notes, additional datasets, and office-hours style Q&A sessions for advisors and managers.
Customized research, tool integration, and direct collaboration with your team on macro regimes, risk management, and allocation.
Expand macro regime monitors, launch multi-asset dashboards, and roll out additional systematic strategies as the platform matures.