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RESEARCH & INSIGHTS

Our thinking, made visible.

Alphinox publishes selected research on companies, markets and the forces affecting long-term investment outcomes.

The objective is not to comment on every market move. We publish when there is a question worth examining, an investment assumption worth challenging or a development that deserves a closer look.

Latest research

Recent research and insights.

Three lenses

Different perspectives. A clearer picture.

Our research is organised into three complementary lenses, each offering a distinct perspective on investment opportunities and risks.

Macro Lens

Rates, economic cycles, geopolitics and broader market developments viewed through their investment implications.

Explore Macro Lens

Baltic Focus

Companies, IPOs, capital markets and investment developments across Latvia, Lithuania and Estonia.

Explore Baltic Focus

Research we return to

Our enduring research franchises.

Two recurring research series provide a deeper, long-term perspective on the Baltic region.

Baltic Market Review

A recurring review of Baltic capital markets, companies and developments shaping the region.

Explore the series
Explore our strategies

Arrange a meeting

Arrange a meeting

Speak with our team to discuss an investment objective, an existing investment, an institutional assignment or another question.

Contact Alphinox directly to arrange a meeting.