Liza Critchley
I studied Politics and International Relations at the University of Cambridge, then I spent nearly two years at J.P. Morgan in wealth management, where I gained hands-on exposure to multi-asset portfolio construction.
After making a decision to leave J.P. Morgan, I used an intentional period of structured learning to deepen my expertise in finance. Notably, I built independent research and frameworks focused on how geopolitical and macroeconomic dynamics translate into financial markets and investment decision-making.
Investment professional and independent researcher with a focus on how geopolitical and macro forces shape investment opportunities across asset classes
Independent Projects
1. Scenario-Based Multi-Asset Portfolio Construction
A portfolio framework connecting geopolitical and macro scenarios to allocation decisions across asset classes
2. Geopolitical Risk Analysis
A selection of reports exploring how geopolitics, macroeconomics and financial markets interact under uncertainty
3. EMDE Green Bond Research
An analysis of currency risk in green bonds across emerging market and developing economies
How I Work
My work is shaped by:
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Initiative – proactively creating opportunities rather than waiting for them
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Independent thinking – building from first principles rather than on ready-made templates
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Structured judgement – connecting top-down analysis to concrete decisions
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Rigorous execution – developing ideas into frameworks, research and proposals
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Consistency of focus – producing work at the intersection of geopolitics, macroeconomics and markets
What underpins my approach – and differentiates me – is a combination of financial acumen (including sustainable investing), practical industry experience, geopolitical and macro awareness, quantitative capabilities and strong communication.
This combination allows me to move from broad geopolitical and macro developments to clear and structured investment judgement. This is supported by practical experience and formal finance training, including the CISI Level 4 Investment Advice Diploma, the CFA Certificate in ESG Investing, and CFA Level I candidacy.
Long-Term Focus
I’m most interested in solving for the challenges and opportunities that sit at the intersection of geopolitics, macro and financial markets, especially in highly uncertain environments where existing tools fall short. I'm driven by the belief that the real challenge in finance is not information scarcity, but information overload.
I’m particularly interested in how technology can reduce this complexity by turning this geopolitical, macro and financial market information into clearer, more structured, and more decision-useful insights.
Long-term, I aim to build in this space.
Contact :
+44 7437 013038
