WHO ARE WE?

AP Research is a team of portfolio managers and researchers. Our expertise covers venture capital, macro markets, and equity + commodity trading.

WHAT DO WE OFFER?

We bring you new themes, market insights, and new perspectives.

Whether you’re a fund manager, a retail investor, or just someone who wants to keep up to date with what’s happening across markets, consider us your personal investment analyst, but much less expensive.

Each week, we provide a week-ahead-style article on Monday, summarising our thoughts for the coming days, new market ideas, and what’s need-to-know.

Midweek, articles range from thematic ideas to macro memos, alongside supplementary institutional research and primers.

We also offer a Macro Monitor, found in the tab on our home page. This gives premium subscribers access to data that is not freely available elsewhere, sharing a detailed view across rates, credit, and currencies, and providing a central hub for navigating the global macro landscape.

We have also launched an institutional-focused service, covering rates and FX. For more info, please see the site here.

WHAT’S THE PRICE?

$30/month (€26, £23)

$300/year

GIVE IT A GO

Without seeing everything we offer, it’s difficult to realise the value you get for just $30/month, and without paying, you can’t see what we offer. It poses a ‘Paywall Paradox’.

Therefore, if you would like access to a free trial, please email theeditor@alphapicks.co.uk.

We also post short-form content (and memes, of course) to our X account. Feel free to give us a follow on there.

DISCLAIMER

This substack is not and should not be considered investment advice. This substack is for informational purposes only. Nothing on this substack constitutes a recommendation to buy, sell or hold any security at any time.