Macro Research

Serving our clients with actionable and insightful research

We empower our investors with focused, best-in-class macro research. Our top-ranked analysts utilize independent processes that provide impartial insights into economic trends, policy actions and political developments. 

Portfolio Strategy
Global Policy
U.S. Policy
Technical Research


Piper Sandler research is available to clients via our secure Client Access website.
Contact your Piper Sandler representative for more information.

Macro Research Access     Research Analysts


Timely, Market-Oriented Analysis and Forecasts of the Global Economy

Concise, unique and unbiased. Our economics team focuses on the “must-know” aspects of macroeconomics for investors, presented in an accessible, easy-to-digest format. Whether from quick takes on data, or deep dives and forecasts, our clients benefit from timely, actionable reports.

  Nancy Lazar
  Chief Global Economist

Economics Portal

Portfolio Strategy

Mapping the Investment Landscape for Institutional Investors

The portfolio strategy team brings clarity to dynamic markets and evolving investor needs. The team’s process-driven approach provides forward-looking investment recommendations and insights across global financial markets including asset allocation, profit-cycle analysis and portfolio construction. Research includes weekly publications, thematic webinars and timely insights on event-driven issues.

  Michael Kantrowitz, CFA
  Chief Investment Strategist
  & Head of Portfolio Strategies
  Emily Needell, CFA
  Deputy Chief Investment

Strategy Portal

Portfolio Insights

Providing “Outside-the-Box” Solutions to Help Clients Implement Macro Views & Manage Portfolio Risk

The portfolio insights team provides an under-the hood analysis of what is driving market trends below the surface. The team provides timely and thematic research reports, customizable tools for portfolio analytics as well as interactive stock-selection screens.

  Stephen Gregory
  Head of Quantitative Portfolio Insights

Global Policy

Detailing Investment Implications of Global Monetary Policy Events

Our global policy team analyzes the market implications of various global developments, including the policy outlook for large central banks (e.g., Fed, ECB, BOJ, BOE and PBOC), fiscal policy decisions, elections in key foreign countries and more. The team produces timely and easy-to-read notes and quick takes aimed at helping our clients’ investment decisions in the areas of equities, fixed income and foreign exchange.

  Roberto Perli
  Head of Global Policy
  Benson Durham
  Head of Global Asset Allocation

U.S. Policy

Covering U.S. Policy Issues Important to Investors

With regular reports covering the White House and Congress, our U.S. policy team brings to life current political developments impacting equities and fixed income. We study the economic implications of policy actions and their effects on market conditions to inform our clients’ investment decisions.

  Andy Laperriere
  Head of U.S. Policy
  Don Schneider
  Deputy Head of U.S. Policy


All Things Energy: From Oil to Natural Gas to the New Renewables and the Intersection of ESG & Energy

The macro energy team covers the supply & demand fundamentals and markets of energy-commodities as well as their political context and trends. Increasingly, this involves the environmental "E" part of ESG investing as well.

  Jan Stuart
  Global Energy Strategist
  Thomas Marchetti
  Global Energy Strategist

Technical Research

A Disciplined Approach to Defining Trend and Relative Strength

Through the lens of technical analysis, the technical research team provides market strategy, sector allocation, market studies, quantitative market analysis, inter-market analysis and individual stock ideas. The framework is based on the proprietary Piper Sandler MicroGroup Project, the most definitive relative strength and group work on Wall Street. The teams' research coverage includes U.S. equities, fixed income, commodities, currencies, crypto and select foreign markets. The team also manages the Piper Sandler Select Opportunities Fund (SOTOPUS).

  Craig Johnson, CFA, CMT
  Chief Market Technician
  Adam Turnquist, CMT
  Research Analyst