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Fayd Capital Group delivers in-depth equity research and market commentary across global markets with a focus on long-term value, thematic insight, and risk-aware analysis.
Latest Research
View All ResearchA long/short framework for a structurally tight copper market, where jurisdiction, processing capacity and supply-chain security increasingly determine equity outcomes.
Why the market for U.S. government debt, not the policy rate, is the binding constraint on American economic policy.
A $9.9 trillion retirement pool, a proposed fiduciary framework, and target-date funds built to carry private equity and private credit.
Essays on macro conditions, policy, market structure, and the substance behind Islamic finance.
A disciplined, research-driven process focused on identifying asymmetric opportunities and managing risk through the cycle.