In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of macro/market charts.
This week:
1. EMFX - the breakdown in breadth as the US dollar surges
2. Global Equities - the winners and losers (momentum, growth, cyclicals)
3. Portfolio asset allocations - cash is trash?
4. S&P500 - capex growth on the rise, a harbinger of an investment boom?
5. EM Equities - expected returns vs long term valuations
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