Topdown ChartsJan 23, 20181 minVIDEO: Active Asset Allocation in 2018In 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...
Topdown ChartsJan 19, 20182 minWeekly Macro Themes - 19 Jan 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...
Callum ThomasJan 16, 20182 minChartBrief 179 - The Top 10 PE10 Part 2Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared...
Topdown ChartsJan 12, 20182 minWeekly Macro Themes - 12 Jan 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...