By engaging our consulting services, clients receive unconventional insights with direct investment and business implications.
+ Unique Value We Provide
- The Profits Perspective produces non-consensus, actionable insights and adds robustness to client’s understanding of macro trends
- Unorthodox approach challenges clients’ assumptions, debunks myths
- Decades of experience using the profits equation to forecast aggregate profits—the only such firm
- Credibility as investors: managers have long based their investing on insights shared with clients and have amassed an enviable record
- Applied analysis: staff work closely with clients to integrate insights into their decision-making
- Concise and relevant: research tailored for busy professionals who already have access to a large volume of macroeconomic analysis
+ Who Our Clients Are
- Professional money managers, banks, and large nonfinancial companies
- Deep thinkers with an interest in what drives macroeconomic phenomena
- Concerned more with medium- and long-term trends than with rapid reactions to data releases
+ Focus and Scope of Research
- Principal focus is U.S. economy, but also forecast global conditions
- Primarily 12-18 month timeframe, though many insights have long-term implications
- Most attention is paid to forecasting…
- Aggregate corporate profits
- Inflation
- Interest rates
- Government fiscal conditions
- General economic conditions
+ What Is Provided?
Consulting service includes:
- Written research, including The Levy Forecast® and several bulletins each month
- Individual consultations
- Regular phone and email access to our staff of economists
Looking for more information? Fill out the form below to contact us, or email Douglas Williams at [email protected]. Please note that The Levy Forecast® is available only to consulting clients and not by standalone subscription.
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