Callum ThomasApr 30, 20182 minChart Of The Week: REITs, GICS Changes, and TechThis week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...
Topdown ChartsApr 27, 20182 minWeekly Macro Themes - 27 Apr 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 ThomasApr 26, 20182 minWhat the EPS? France and GermanyFirst, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be...
Callum ThomasApr 25, 20182 minChartBrief 207 - Investors Becoming More Confident on Risky AssetsThe April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...