Callum ThomasMar 3, 20183 minChartBrief 193 - The Return of Volatility (Part 2)A few weeks ago I wrote an article called "The Return of Volatility" in the midst of the February stock market correction. I highlighted...
Topdown ChartsMar 2, 20182 minWeekly Macro Themes - 2 Mar 2018Here'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 ChartsMar 1, 20181 minVIDEO: Monetary Policy and Asset AllocationIn this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...
Callum ThomasFeb 28, 20182 minChartBrief 192 - Institutional Investors Buying the DipThe latest round of data from the State Street Investor Confidence Index [SSICI] appeared to show global institutional investors "buying...