About Us
Data is abundant. Insight is scarce. We provide independent macro and equity research for wealth managers and institutional investors who value signal over noise.
Our Mission
Playbook Market Research delivers institutional-quality research to professional investors. We exist to give allocators and advisors a sharper view of the macro landscape and the companies that operate within it, without the conflicts that dominate mainstream sell-side research.
Our Approach
We focus on the market signals that matter most: macro regime, liquidity, valuation, earnings, positioning, breadth, and price action. From there, we look across sectors and companies to identify where opportunities are most abundant, then use technicals to confirm timing and manage risk. The goal is to capture the right trends and avoid the drawdowns that destroy compounding.
Who We Serve
Our clients include independent wealth managers, family offices, RIAs, and institutional allocators across North America. We work best with teams that value independent thinking and want a research partner rather than a content feed.
Founder
Adnan Brkic, CFA
FOUNDER
Adnan is a CFA Charterholder with more than 15 years of capital markets experience spanning investment consulting, portfolio management, and wealth advisory at leading Canadian and U.S. financial institutions. He founded Playbook Market Research to build the kind of independent, high-conviction research desk he wished was available to wealth managers and allocators. He leads the firm's macro and equity work alongside its portfolio consulting engagements.
Independent
No banking relationships. No corporate access deals. Our only client is the investor reading our work.
Differentiated
Research built to challenge consensus and surface sources of alpha.
Partner-Led
Every engagement is led by a CFA. You talk to the analyst who writes the research, not a sales team.
Independent macro and equity research built for professional investors navigating regime change, market risk, and capital allocation.