top of page
Search
Callum Thomas
May 29, 20172 min read
What to expect when you're expecting returns
This article talks through a recent piece of analysis we did on expected returns. For clarity when I say expected returns I mean a...
123 views0 comments
Topdown Charts
May 28, 20171 min read
VIDEO: US Commercial Property - Echoes of the crisis
In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...
47 views0 comments
Topdown Charts
May 26, 20172 min read
Weekly Macro Themes - 26 May 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
182 views0 comments
Topdown Charts
May 22, 20171 min read
VIDEO: The long and short of US bond yields
In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...
110 views0 comments
Topdown Charts
May 19, 20172 min read
Weekly Macro Themes - 19 May 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
225 views0 comments
Topdown Charts
May 13, 20172 min read
Weekly Macro Themes - 13 May 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
278 views0 comments
Topdown Charts
May 5, 20172 min read
Weekly Macro Themes - 5 May 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
385 views0 comments
Topdown Charts
Apr 28, 20172 min read
Weekly Macro Themes - 28 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
453 views0 comments
Callum Thomas
Apr 24, 20172 min read
The hidden risks in Income Assets
With the search for yield, low interest rate environment, and central bank asset purchase programs it’s a question worth asking. Taking...
153 views0 comments
Callum Thomas
Apr 18, 20172 min read
ChartBrief 70 - Trends in Asset Allocation
This article looks at two lenses on individual investor asset allocations. Doing this allows us to have a gauge for where the average...
181 views0 comments
Topdown Charts
Apr 13, 20171 min read
Weekly Macro Themes - 13 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
269 views0 comments
Callum Thomas
Mar 18, 20175 min read
The 3 Biggest Mistakes for Active Investors
As I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head... It culminated in a...
120 views0 comments
Topdown Charts
Mar 11, 20171 min read
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
365 views0 comments
Topdown Charts
Mar 4, 20171 min read
Weekly Macro Themes - 3 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
238 views0 comments
Callum Thomas
Feb 20, 20173 min read
Tuesday Macro Technicals - 21 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
349 views0 comments
Topdown Charts
Feb 17, 20171 min read
Weekly Macro Themes - 17 Feb 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
159 views0 comments
Callum Thomas
Jan 31, 20171 min read
ChartBrief #53 - The Search For Yield
One of the buzz phrases of the post-crisis, low bond yields, QE world has been "the search for yield" and to be fair it has been a major...
129 views0 comments
Callum Thomas
Dec 19, 20163 min read
Tuesday Technicals - 20 December 2016
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
251 views0 comments
bottom of page