What are the major commercial providers that specialize in modeling the impact of specific global events on asset class performance?
I'm familiar with Oxford Economics' Global Scenario Service, which will map out specific macro scenarios (e.g conflict in North Korea, BREXIT) and forecast the expected impact under the scenario on variables like GDP, equity markets, growth etc.
I'm wondering if there are other researchers that provide similar scenario impact analysis but with more of a focus on portfolio management and asset class expectations. What tools are available for this kind of analysis? Besides Oxford, there doesn't seem to be anyone that provides the same kind of in-depth macro scenario modeling.