Fathom is unique in linking together economics, financial markets and geopolitics. Our views are underpinned by a comprehensive suite of proprietary data and models, not gut feelings.
Making the two-way connection between the macroeconomy and financial markets was unorthodox when Fathom first did it in 2003. But we knew it was impossible to fully understand either by looking at them in isolation. Our clients quickly found that because Fathom made this connection we delivered improved insights into the outlook for the global economy and asset markets, including investment strategy advice.
We pioneered again by adding a third element to our intelligent, independent and data-driven research: geopolitics. Geopolitical themes like the growing power of autocracies or efforts to tackle climate change, and major events that alter the status quo, like Brexit or the invasion of Ukraine, all clearly have a profound influence on the macroeconomic outlook and on asset prices. Politics drives the economy and markets and vice versa. By truly understanding all three, we are able to provide our clients with a clear and thorough outlook on the world.
For more information about our services and to discuss how Fathom can help, get in touch with Kevin Loane, Head of Fathom USA.
Fathom’s flagship research product, the Global Outlook, includes forecasts for major economic variables, risk scenarios and clear asset allocation advice. The Global Outlook uses fan charts to highlight the distribution and skew of risks to our central expectation.
Fathom clients who subscribe to our Global Outlook are individually briefed every quarter by senior Fathom staff through personal presentations, in person or online, where the content is tailored to the client’s specific needs and interests. In between we update our views and share our findings with clients through regular written research notes.
The chart shows our forecasts for US GDP growth from our Global Outlook, Summer 2022, including a range of uncertainty.
The chart shows the impacts on euro area CPI from a full embargo of Russian energy by western states.
For many years, Fathom has provided expert consultancy services to clients in both the public and private sectors. Our clients rely on us to supply insight into complex questions, with independent and trustworthy analysis that is data-driven and includes clear policy implications. We read the literature to remain up to date with the latest research and statistical methods, and use innovative methods to produce our own proprietary data.
Our consultancy work has included:
Assessing the impact of climate policies, and the opportunities and risks they provide to investors
Gauging a pension scheme’s vulnerability to macroeconomic and market developments
Compiling detailed reports on individual sectors, e.g., the state of the UK property market
Estimating the role and value of R&D in aerospace
Data, models, tools
Fathom has developed its own comprehensive range of proprietary data, models, and tools, which allow us to provide clients with reliable views on the economy and asset markets.
Global Economic and Strategic Allocation Models (GESAM)
Financial market toolkit
Get in touch
For more information about our services or to discuss your needs and how we can help, please fill out the form below.