Multi-asset global research platform where experience meets practicality.
This is not an academic exercise.
View from the Peak is an independent thematic investment research service. Paul Krake founded View from the Peak (VFTP) in 2011, following a long career as an analyst and portfolio manager in New York and Hong Kong.
Whilst rigorous analysis of the interconnection of global monetary and fiscal policy, technology, demographics and geopolitics is the cornerstone of our strategic thought process, we also appreciate the constraints of investing in public markets. It is simply not enough to be eventually correct. You have to be timely and protect yourself from the inherent gyration of asset markets. Hence, we strive to integrate our long-term thematic with a dynamic tactical overlay.We have three core products:
View from the Peak Flagship – The Strategic work covering the investment outlook well into the next decade
Tracking Views – our tactical product focusing on the here and now
The Expert Series – our engagement with 55 think tank fellows across the globe, tapping into there intelligence pool. These podcast style interviews are designed to consumed audibly or via written reports and cover an array of geo-political, technology and economic topics. Launching in October, the VFTP China Expert Series will be a deeper dive into the drivers of Xi Jinping’s China as well as every facet of US-China engagement.