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RESEARCH

Advanced observations on fiscal themes, raw materials, and established markets for capital allocators. Opes Associates leverages deep intellectual capital across complex international monetary trends.

STRATEGIC VIEWS

OCTOBER 12, 2026

Mid-Regime Commodity Super-Cycle Trends

A 2026 evaluation of demand offsets in base metals and their consequences for diversified holdings.

NOVEMBER 05, 2026

Tactical Liquidity and Yield Volatility

Analyzing paradigm shifts in global policy and the resulting effect on sovereign credit flows.

DECEMBER 01, 2026

Macro Strategy Tail-Risk Prevention

A methodology for pinpointing extreme market events within mature financial asset classes.

FIXED INCOME

Tracking the worldwide shift in credit pricing models within mature economies to pinpoint fundamental pivot points in sophisticated benchmark valuation methodologies.

MONETARY CIRCULATION

Evaluating macro liquidity patterns and central bank adjustments to manage market turbulence while preserving capital integrity in changing financial frameworks.

COMMODITIES ARCHITECTURE

Concentrated on supply deficits in global power and manufacturing sectors, prioritizing physical assets with rigid production curves and unwavering buyer demand.

INVESTOR RELATIONS

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Access restricted to certified industry professionals and institutional allocators.

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