Callum ThomasFeb 27, 20201 minVIDEO: China Macro - Signal vs Noise... (Back to First Principles)In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our core...
Callum ThomasFeb 5, 20201 minVIDEO: Global Cross Asset Market MonitorIn this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
Callum ThomasJan 24, 20201 minVIDEO: 10 Charts to Watch in 2020In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
Callum ThomasMay 29, 20191 minVIDEO: Emerging Market Equities - Macro/Sentiment & ValuationsIn this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...