This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...

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...

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...

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...

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...

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....

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...

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...

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....

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...

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....

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....

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...

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...

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...

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...

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...

The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...

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....

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...