What to expect when you're expecting returns
This article talks through a recent piece of analysis we did on expected returns. For clarity when I say expected returns I mean a...
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Topdown Charts
- May 28, 2017
- 1 min
VIDEO: US Commercial Property - Echoes of the crisis
In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...
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Callum Thomas
- May 23, 2017
- 2 min
ChartBrief 79 - DM PMI Still Points to Higher Yields
The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...
168 views0 comments
Callum Thomas
- May 23, 2017
- 6 min
10 Things to Think About When Buying Independent Investment Research
The world of third party investment research seems to grow bigger every year, with more providers, more alternatives, and more products...
112 views0 comments
Callum Thomas
- May 22, 2017
- 2 min
Asian Equities: Barrier or Breakout?
The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...
184 views0 comments
Callum Thomas
- May 12, 2017
- 1 min
Global Equities: Rising Risk of a Pullback
This article looks at a unique indicator for global equities that captures quite a different kind of market breadth: market valuation...
212 views0 comments
Topdown Charts
- May 5, 2017
- 2 min
Weekly Macro Themes - 5 May 2017
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...
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Callum Thomas
- Mar 27, 2017
- 2 min
ChartBrief 65 - Global earnings accelerometer
With the swings in sentiment and price over the last couple of weeks it’s important to keep sight of some of the trends in the...
276 views0 comments
Topdown Charts
- Mar 27, 2017
- 1 min
VIDEO: Global Equities - What comes next
This video covers off some of the charts from the latest edition of the Weekly Macro Themes and provides a 'taste test' of some of the...
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Topdown Charts
- Mar 26, 2017
- 1 min
Weekly Macro Themes - 24 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
228 views0 comments
Callum Thomas
- Mar 21, 2017
- 1 min
Tuesday Macro Technicals Report - 21 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
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Topdown Charts
- Mar 19, 2017
- 1 min
VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
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Callum Thomas
- Mar 18, 2017
- 5 min
The 3 Biggest Mistakes for Active Investors
As I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head... It culminated in a...
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Topdown Charts
- Mar 17, 2017
- 1 min
Weekly Macro Themes - 17 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
201 views0 comments
Callum Thomas
- Mar 15, 2017
- 2 min
ChartBrief 62 - Commodity warning signs
Every now and then you come across a chart that goes against your bias or your previous assumptions, and often times these charts are...
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Topdown Charts
- Mar 14, 2017
- 1 min
VIDEO: Commodities - a warning sign in the charts
This video looks at a selection of charts from the Tuesday Macro Technicals report. The charts show a couple of proprietary breadth...
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Topdown Charts
- Mar 11, 2017
- 1 min
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
362 views0 comments
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