With the correction in global stock markets still running its course, it's worth surveying some valuation statistics across Developed...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

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...

This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...

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...

In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...

UPDATE (7 April 2019): The 2018 figure came in at a new record high of 81%, which both highlights an interesting apparent trend, and will...

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...

For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...

Those that follow my personal account on Twitter will be familiar with my weekly S&P500 #ChartStorm in which I pick out 10 charts on the...

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...

The chart of the week is EM country valuation trends. This chart shows the median (because it is less sensitive to outliers) and upper +...

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...

If it seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show a...

Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about...

In 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...

Following on from the popular "Top 10 PE10 Part 2" post, there were a few questions from readers about where various other countries sit...

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...