Every institution has access to investment strategy and economic data. What most lack is a macro strategist with no product to sell, no firm line to toe, and a career built inside the alternatives industry.
That is what this engagement provides.
What I Do
I work with a select group of institutions as a senior macro advisor: alternative asset managers, family offices, and sophisticated RIAs that want institutional-grade macro thinking embedded in their investment process, not delivered after the fact.
In practice that means custom allocation frameworks built around your mandate, investment committee participation as a working member with an independent point of view, live market briefings on your schedule, and co-branded research that elevates your firm’s credibility with clients.
I also bring a purpose-built suite of AI agents into every engagement. Not off-the-shelf tools. A proprietary system designed to synthesize macro data, monitor regime shifts, and surface investment implications in real time.
Who This Is For
Alternative Asset Managers
Navigating rate cycles, credit conditions, and capital flows that directly affect deal timing, exit windows, and fund performance. Macro matters more than most GPs acknowledge.
Family Offices
That need a coherent macro framework across a complex, multi-asset book. A strategist who sits above the portfolio and asks the questions no single manager is incentivized to ask.
Sophisticated RIAs
Managing meaningful assets for clients who expect more than asset allocation software and quarterly rebalancing.
Why Me
Nearly three decades in institutional investment strategy, including as Chief Investment Strategist and Partner at Blackstone Private Wealth Solutions and Head of Investment Strategy for Global Wealth Management at Bank of America Merrill Lynch.
Top-down, data-driven, 12 to 18 month view. I focus on interest rates and corporate profits because those are the variables that actually drive markets. Skeptical of consensus by default.
Advisory clients also receive ZidleMSG research in real time. Neither group gets a watered-down version.
Availability
Engagements are limited and structured individually. This is not priced like a subscription.
There is no form. No sales process. If this resonates, reach out directly.
Get in TouchAdvisory relationships are subject to conflict review. ZidleMSG is an independent research publication. Advisory and publication activities are managed to avoid material conflicts.
ZidleMSG Advisory engagements are research and commentary relationships. Joe Zidle provides macroeconomic analysis and thematic research to institutional clients. These engagements do not constitute investment advisory services under applicable securities laws. ZidleMSG does not manage assets, exercise discretion over client portfolios, or make specific security recommendations. Clients retain full responsibility for all investment decisions.