Meridian Allocation
MERIDIAN ALLOCATION
Rules-based macro allocation research for serious investors.
Meridian classifies the macro environment, translates that classification into transparent ETF allocation research, and publishes the result in a structured monthly allocation packet.
Review the Sample Packet
Explore the Methodology
Not stock picks.
Not trade alerts.
No personalised advice
MONTHLY ALLOCATION PACKET
July Allocation Packet
The model remains positioned for Overheating, with growth and inflation both classified as rising.
The Monthly Allocation Packet
The Monthly Allocation Packet
Each packet documents the complete reasoning chain behind the current allocation from regime classification and confidence assessment to portfolio implications, risks, and conditions that could change the view.
Review the Sample Packet
01
Macro regime classification
02
Supporting and conflicting evidence
03
Allocation implications
04
Portfolio allocation research
05
Changes from the previous month
06
Risks and invalidation conditions
A structured allocation process
A structured allocation process
Most market commentary stops at describing what is happening. Meridian asks what environment we are in, what it rewards, what it punishes, and how portfolio exposure should respond.
Most market commentary stops at describing what is happening. Meridian asks what environment we are in, what it rewards, what it punishes, and how portfolio exposure should respond.
01 Classify the macro regime
Assess the prevailing growth and inflation environment.
02 Assess the evidence
Review supporting, conflicting, and lagging signals.
03 Translate the implications
Determine which asset classes are favoured or exposed.
04 Document the decision
Record the allocation, risks, and conditions for change.
What Meridian is — and is not
What Meridian is — and is not
Meridian is
Meridian is
Rules-based macro allocation research presented through a recurring, documented monthly decision process.
Meridian is not
Meridian is not
Personalised financial advice
A stock-picking newsletter
A trading signal service
A promise of outperformance
A substitute for independent investment judgement
Built for review, not persuasion
Built for review, not persuasion
Meridian is designed so readers can examine its assumptions, challenge the classification and understand why an allocation changed. The objective is not to make every decision look correct in hindsight. It is to maintain a disciplined, transparent and repeatable allocation process.
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Review the process before subscribing.
Review the process before subscribing.
Start with the sample packet. Examine the classification, allocation logic, risk controls and presentation before deciding whether Meridian belongs in your research process.
Start with the sample packet. Examine the classification, allocation logic, risk controls and presentation before deciding whether Meridian belongs in your research process.
Review the Sample Packet
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