Citrini Research

Citrini Research is an independent investment research firm focused on thematic equity investing and global macro analysis. It studies transformative megatrends and the narratives shaping markets, producing in-depth thematic primers, market commentary, and actionable trade construction. Its research combines macroeconomic insight, second-order thinking, and qualitative judgment to identify potential market beneficiaries and asymmetric opportunities, with themes including artificial intelligence, robotics, healthcare, defense, and fiscal policy.