Research

Two forms of research. One documented allocation process.

Meridian publishes public research notes alongside a recurring archive of monthly allocation packets.

The notes explain the ideas behind the framework. The packets document how the framework interprets the current environment and translates that assessment into portfolio research.

Meridian publishes public research notes alongside a recurring archive of monthly allocation packets.

The notes explain the ideas behind the framework. The packets document how the framework interprets the current environment and translates that assessment into portfolio research.

Browse Public Notes

Open Packet Archive

Public Notes

Public Notes examine the principles, assumptions and risks behind structured asset allocation.

Topics include macro regime classification, portfolio construction, drawdown control, asset behaviour and decision discipline.

The purpose is not to react to every market development. It is to build a durable body of research around the problems Meridian is designed to address.

View All Public Notes

Allocation Packet Archive

The Packet Archive records Meridian’s monthly allocation process.

Each packet documents the prevailing macro classification, the evidence supporting and challenging that view, the allocation implications, changes from the previous month and the conditions that could invalidate the current position.

The archive exists to make the process reviewable over time.

Open Packet Archive

Different formats, different roles

Public Notes

Explain the ideas, principles and research questions behind the framework.

Published when there is a useful concept, limitation or decision problem to examine.

Allocation Packets

Document how the framework interprets current conditions and reaches an allocation position.

Published as part of Meridian’s recurring monthly process.

Public Notes

Explain the ideas, principles and research questions behind the framework.

Published when there is a useful concept, limitation or decision problem to examine.

Allocation Packets

Document how the framework interprets current conditions and reaches an allocation position.

Published as part of Meridian’s recurring monthly process.