Request a trial
    Product

    Innovation Themes & Strategy

    Request a trial
    3-4x

    Strategy Reports per month

    6

    Innovation domains tracked

    1:1

    Bespoke client engagement via calls & webinars

    Global Strategy — model snapshot A translucent device showing the GTAAI model allocation donut and this month’s positioning metrics. Illustrative data. Equities · 42% Equities · 42% Gov bonds · 28% Gov bonds · 28% Commodities · 12% Commodities · 12% Cash & FX · 18% Cash & FX · 18% 26 Markets modelled This month’s positioning GTAAI model Aug 2026 Global Equities — 42% weight, up 2.4% vs last month (overweight) Global Equities 42% ↑ 2.4% vs last month Overweight DM Government Bonds — 28% weight, up 1.2% vs last month DM Gov Bonds 28% ↑ 1.2% vs last month Neutral-plus Commodities — 12% weight, down 0.9% vs last month (underweight) Commodities 12% ↓ 0.9% vs last month Underweight

    What you receive

    Innovation Themes & Strategy – Product Deliverables

    3x-4x per month

    Strategy Reports

    • Published on Wednesday three to four times a month.
    • Ad-hoc webinars on key findings and discoveries, and their implications on markets.

    engagement

    Direct Client Engagement

    Clients can interact with Noah on a bespoke basis through email or conference calls. In the future, webinars will also be featured.

    Noah Ramos

    Chief Innovation Themes Strategist

    Led By

    Innovation Themes & Strategy is led by Noah Ramos, the firm’s Chief Innovation Themes Strategist

    Led by Noah Ramos, the objective of this service is to analyze how emerging technologies will both impact portfolios and shape the future across a broad range of applications. This service cast a broad net across various sectors to identify key areas primed for disruption while deeply unpacking the implications. Leveraged on Alpine’s macroeconomic expertise, the ITS team takes a top-down approach to examine where innovation’s impact will challenge legacy technologies to create actionable investment opportunities.

    You might also like

    1. Commodity & Energy Strategy
    2. Equity Strategy
    3. Geopolitical Strategy
    4. Global Asset Allocation
    5. Emerging Markets & China Strategy
    6. Global Fixed Income & Currency Strategy
    7. US Bond Strategy
    8. US Themes & Strategy
    9. Multi-Asset Strategy
    10. Global Strategy

    Lets get started

    Start your trial of
    Innovation Themes & Strategy

    Click below to get trial access to the Alpine Macro Innovation Themes & Strategy service now.

    Start your trial Speak to the team