Callum ThomasMay 29, 20172 minWhat to expect when you're expecting returnsThis article talks through a recent piece of analysis we did on expected returns. For clarity when I say expected returns I mean a...
Topdown ChartsMay 28, 20171 minVIDEO: US Commercial Property - Echoes of the crisisIn 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...
Topdown ChartsMay 26, 20172 minWeekly Macro Themes - 26 May 2017Here'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...
Topdown ChartsMay 22, 20171 minVIDEO: The long and short of US bond yieldsIn 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...