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Arcano Economic Research
We provide accurate, valuable, independent and contra-consensus insights on where Spanish macroeconomic, real estate and market fundamentals are heading. Our service is a very powerful tool for informing your investment strategy in Spain, especially in environments of great uncertainty when wrong decisions may have dramatic consequences, and quality analysis is key in mitigating risks.
Why AER?
Differential research
Independent
Excellent track record of anticipating trend shifts, usually against the consensus
Practical, pedagogical and easy to read
Benefits for our clients
Increased profitability of economic decisions, differential vs competition
Excellent source of macro fundamentals to strengthen companies’ investment thesis or strategic planning
Exclusivity and contrast of opinion
Our philosophy
Our services add pure value in streamlining the decision-making process of our clients: we do not produce time-consuming documents without useful conclusions or models with uncertain predictive effectiveness
We produce unbiased and fully independent research: the economy and its future told exactly as we see it
We analyse an enormous amount of data to connect essential trends across major geographies, in monetary policy, financial markets, banking systems, policies, the Spanish economy and the real estate sector
We analyse the current situation and associated structural factors to provide an accurate assessment of upside and downside risks
We anticipate trend shifts, searching for gaps in consensus to provide differential analysis
We shape our analysis into practical, educational, easy-to-read reports and chartbooks that offer clear conclusions
Our clients
In around three years’ time, Arcano Economic Research count many of the sector’s most high profile companies as clients, ranging from Ibex-35 companies, developers to SOCIMIs, to banks and insurers, to specialized, internationally-based funds.