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Topdown Charts
Oct 13, 20192 min read
Weekly Macro Themes - 11 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Topdown Charts
Sep 22, 20192 min read
Weekly Macro Themes - 20 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
402 views0 comments
Callum Thomas
Aug 28, 20197 min read
Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
504 views0 comments
Topdown Charts
Aug 23, 20192 min read
Weekly Macro Themes - 23 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
165 views0 comments
Topdown Charts
Aug 16, 20191 min read
Weekly Macro Themes - 16 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
204 views0 comments
Callum Thomas
Aug 6, 20196 min read
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
478 views0 comments
Topdown Charts
Aug 2, 20191 min read
Weekly Macro Themes - 2 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
174 views0 comments
Topdown Charts
Jul 18, 20191 min read
The Policy Pivot: Global Equities
A lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning...
119 views0 comments
Callum Thomas
Jul 9, 20191 min read
Top 5 Charts of the Week Report
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
127 views0 comments
Callum Thomas
Jul 8, 20192 min read
Global Equity PE10 Valuations
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...
616 views0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_1278,h_960,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
Jul 4, 20197 min read
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
834 views0 comments
Callum Thomas
Jul 3, 20191 min read
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
139 views0 comments
Topdown Charts
Jun 21, 20192 min read
Weekly Macro Themes - 21 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
248 views0 comments
Topdown Charts
Jun 14, 20192 min read
Weekly Macro Themes - 14 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
246 views0 comments
Callum Thomas
May 29, 20191 min read
VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
128 views0 comments
Callum Thomas
May 20, 20193 min read
Emerging Market Equities - Cheap, But Where's the Value?
The trade-war-escalation is a decidedly negative gear shift for has been a looming "tail risk" for markets. And I use that decidedly...
185 views0 comments
Topdown Charts
May 17, 20192 min read
Weekly Macro Themes - 17 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
198 views0 comments
Topdown Charts
May 13, 20191 min read
ETF Flows Show Investors Fleeing Japan
This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
110 views0 comments
Topdown Charts
May 10, 20192 min read
Weekly Macro Themes - 10 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
216 views0 comments
Topdown Charts
May 3, 20192 min read
Weekly Macro Themes - 3 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
268 views0 comments
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