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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
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
Callum Thomas
Jun 19, 20181 min read
Chart: China Property Price Outlook
This chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...
231 views0 comments
Callum Thomas
May 23, 20182 min read
ChartBrief 212 - SCANNZ Economies
I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group. ...
266 views0 comments
Callum Thomas
Apr 30, 20182 min read
Chart Of The Week: REITs, GICS Changes, and Tech
This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...
191 views0 comments
Topdown Charts
Apr 27, 20182 min read
Weekly Macro Themes - 27 Apr 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...
157 views0 comments
Topdown Charts
Apr 20, 20182 min read
Weekly Macro Themes - 20 Apr 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...
175 views0 comments
Callum Thomas
Apr 18, 20184 min read
ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
481 views0 comments
Callum Thomas
Apr 17, 20182 min read
Trouble Brewing in the "SCANNZ Economies"
You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about...
228 views0 comments
Topdown Charts
Apr 6, 20182 min read
Weekly Macro Themes - 6 Apr 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...
179 views0 comments
Topdown Charts
Mar 29, 20182 min read
Weekly Macro Themes - 30 Mar 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...
221 views0 comments
Topdown Charts
Mar 23, 20182 min read
Weekly Macro Themes - 23 Mar 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...
134 views0 comments
Topdown Charts
Mar 16, 20182 min read
Weekly Macro Themes - 16 Mar 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...
129 views0 comments
Callum Thomas
Mar 5, 20181 min read
Chart Of The Week: China Property Outlook
This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...
463 views0 comments
Callum Thomas
Feb 12, 20181 min read
Chart Of The Week: US REIT Dividend Yields
US REITs have been double-hammered by the rise in bond yields and equity market correction. Since peaking in August 2016 the Dow Jones...
156 views0 comments
Topdown Charts
Feb 8, 20182 min read
Weekly Macro Themes - 9 Feb 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...
114 views0 comments
Callum Thomas
Jan 31, 20183 min read
ChartBrief 184 - China Manufacturing vs Consumer
The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...
139 views0 comments
Callum Thomas
Jan 29, 20182 min read
The Age of Expensiveness
If it seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show a...
419 views0 comments
Topdown Charts
Jan 8, 20181 min read
VIDEO: Property Bubble in the SCANNZ economies?
In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...
174 views0 comments
Topdown Charts
Dec 1, 20172 min read
Weekly Macro Themes - 1 Dec 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...
71 views0 comments
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