top of page
Search
Callum Thomas
Aug 21, 20181 min read
Chart Of The Week: EM vs DM
This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...
318 views0 comments
Topdown Charts
Aug 17, 20182 min read
Weekly Macro Themes - 17 Aug 2018
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...
130 views0 comments
Topdown Charts
Aug 10, 20182 min read
Weekly Macro Themes - 10 Aug 2018
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...
98 views0 comments
Topdown Charts
Aug 4, 20182 min read
Weekly Macro Themes - 3 Aug 2018
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...
108 views0 comments
Topdown Charts
Jul 27, 20182 min read
Weekly Macro Themes - 27 July 2018
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...
198 views0 comments
Topdown Charts
Jul 26, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
48 views0 comments
Callum Thomas
Jul 24, 20181 min read
Global Listed Real Estate - Ranging REITs
Global REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was...
227 views0 comments
Topdown Charts
Jul 20, 20182 min read
Weekly Macro Themes - 20 July 2018
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...
187 views0 comments
Topdown Charts
Jun 27, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
52 views0 comments
Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 2018
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...
167 views0 comments
Topdown Charts
Jun 20, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
49 views0 comments
Topdown Charts
Jun 12, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
37 views0 comments
Callum Thomas
Jun 7, 20181 min read
Chart: Investor Cash Allocations
When I look at charts like this, sayings such as "cash is trash" or "there is no alternative" come to mind. The chart uses data from the...
309 views0 comments
Callum Thomas
Jun 5, 20182 min read
What is the PE10 telling us about Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...
376 views0 comments
Callum Thomas
May 29, 20182 min read
A Key Driver of Bond Yields: Governance
Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
400 views0 comments
![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_1286,h_966,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
May 17, 20184 min read
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
617 views0 comments
Callum Thomas
May 15, 20182 min read
Global Equity Valuations: Big changes, but some things stay the same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
404 views0 comments
Callum Thomas
Apr 25, 20182 min read
ChartBrief 207 - Investors Becoming More Confident on Risky Assets
The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
105 views0 comments
Topdown Charts
Apr 24, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
41 views0 comments
Callum Thomas
Apr 23, 20182 min read
Chart Of The Week: Commodity Valuations
This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...
246 views0 comments
bottom of page