Expected Returns | topdowncharts

Weekly Macro Themes - 22 November 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Capital Market Assumptions: Global Equities in Focus

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...

Weekly Macro Themes - 21 June 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

Top 5 Charts of the Week: Economic trends, market signals, expected returns

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...

Weekly Macro Themes - 8 Mar 2019

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...

Weekly Macro Themes - 1 Mar 2019

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...

Weekly Macro Themes - 22 Feb 2019

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...

What is the PE10 telling us about Emerging Market Equities?

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...

The Charts of 2017 - Honorable Mentions

As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...