Research Reports
  • Overview of economic trends in the first quarter of 2017. Read more...

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Research Reports

knowledge by any measure

Choate Investment Advisors combines the analytical rigor of quantitative research with qualitative analysis to build optimally allocated client portfolios.  The reports below offer important insight into current market conditions.

2017 First Quarter Review

Overview of economic trends in 2017. Read more...

2016 Fourth Quarter Review

Overview of economic developments in 2016 and expectations for the year ahead. Read more...

2016 Third Quarter Review

Overview of economic trends in the third quarter of 2016. Read more...

2016 Second Quarter Review

Overview of economic trends in the second quarter of 2016. Read more...

2016 First Quarter Review

Overview of the economic climate at the beginning of 2016 and what's in store for the year ahead.  Read more...

2015 Fourth Quarter Review

Overview of economic developments in 2015 and expectations for the year ahead. Read more...

2015 Third Quarter Review

Overview of the global market decline in the third quarter.  Read more...

2015 Second Quarter Review

Overview of politicized global economy trends in the second quarter.  Read more...

2015 First Quarter Review

Overview of global economic trends and alternative investment options in the first quarter.  Read more...

2014 Fourth Quarter Review

Overview of economic developments in 2014 and expectations for the year ahead.  Read more...



2014 Third Quarter Review

Overview of the global economic trends affecting investors in the third quarter of 2014.  Read more...

 

2014 Second Quarter Review

Overview of the global economy and trends affecting investors in the second quarter of 2014.  Read more...

 

2014 First Quarter Review

Overview of the economic climate at the beginning of 2014 and what's in store for the year ahead. Read more...

 

2013 Fourth Quarter Review

Overview of economic developments in 2013 and expectations for the year ahead. 
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2013 Third Quarter Review

Overview of recent economic trends affecting investors in the third quarter of 2013.  Read more...

 

2013 Second Quarter Review

Overview of the global economy and trends affecting investors in the second quarter of 2013.  Read more...

 

2013 First Quarter Review

Overview of the global economy in the first quarter of 2013 and what's in store for the year ahead.  Read more...

 

2012 Fourth Quarter Review

Overview of the global economy in the fourth quarter of 2012 and what to expect in 2013.  Read more...

 

2012 Third Quarter Review

Overview of global economic trends affecting investors in the third quarter of 2012. 
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2012 Second Quarter Review

Overview of the global economy in the second quarter of 2012 and how recent developments have affected investors.  Read more..

 

2012 First Quarter Review

Overview of the economic climate at the beginning of 2012 and its impact on investors.  Read more...

 

Liquid Alternatives:  An Important Component of Diversified Portfolios

Overview of the key attributes of liquid alternatives and how they can enhance returns and mitigate risk.  Read more...

 

Tactical Decision Making in a Dynamic Environment:  Mid-Cap Equities

Overview of key features and trends for the mid-cap asset class and how these inform Choate Investment Advisors' tactical allocation process.  Read more...

 

Quantitative Tools of Asset Allocation:  Tactical Bands

Overview of the advanced quantitative process Choate Investment Advisors uses to construct tactical bands for asset allocation.  Read more...

 

Quantitative Tools of Asset Allocation:  Inflation

Analysis of how inflation relates to asset returns, correlations and optimal allocations. 
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