Global Equities Bargain Bin (DM Edition)
With the correction in global stock markets still running its course, it's worth surveying some valuation statistics across Developed...
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Callum Thomas
Mar 24, 20185 min read
Weekly S&P 500 #ChartStorm - 25 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
433 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...
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Callum Thomas
Mar 19, 20182 min read
Chart Of The Week: DM ERP
This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...
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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...
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Topdown Charts
Mar 13, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...
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Callum Thomas
Mar 13, 20182 min read
A Familiar if Ominous Sign in the US IPO Market
UPDATE (7 April 2019): The 2018 figure came in at a new record high of 81%, which both highlights an interesting apparent trend, and will...
1,606 views0 comments
Topdown Charts
Mar 9, 20182 min read
Weekly Macro Themes - 9 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...
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Callum Thomas
Mar 6, 20182 min read
Global Equity Winners and Losers
For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of...
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Callum Thomas
Mar 3, 20186 min read
Weekly S&P 500 #ChartStorm - 4 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
239 views0 comments
Topdown Charts
Mar 1, 20181 min read
VIDEO: Monetary Policy and Asset Allocation
In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...
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Callum Thomas
Feb 25, 20186 min read
Weekly S&P500 #ChartStorm - 25 Feb 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P500 #ChartStorm in which I pick out 10 charts on the...
207 views0 comments
Topdown Charts
Feb 18, 20182 min read
Weekly Macro Themes - 16 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...
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Callum Thomas
Feb 4, 20181 min read
Chart Of The Week: EM Valuations
The chart of the week is EM country valuation trends. This chart shows the median (because it is less sensitive to outliers) and upper +...
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Topdown Charts
Feb 2, 20182 min read
Weekly Macro Themes - 2 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...
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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...
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Callum Thomas
Jan 28, 20183 min read
ChartBrief 183 - EM Equity Valuations
Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about...
227 views0 comments
Topdown Charts
Jan 23, 20181 min read
VIDEO: Active Asset Allocation in 2018
In this video we talk through a set of slides presenting a top-down perspective on Active Asset Allocation in 2018. In the first part of...
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Callum Thomas
Jan 22, 20183 min read
ChartBrief 181 - Country Valuations Follow-up (PE10 part 3)
Following on from the popular "Top 10 PE10 Part 2" post, there were a few questions from readers about where various other countries sit...
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Topdown Charts
Jan 19, 20182 min read
Weekly Macro Themes - 19 Jan 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...
123 views0 comments
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