Quarterly Strategy Pack - Q4 2022
- Callum Thomas
- Oct 4, 2022
- 2 min read
The Q4 edition of our Quarterly Strategy Pack was just sent to clients
The slide pack covers the key themes/charts on the outlook for 2022, specifically:
-the macro outlook (policy, inflation, growth, risk scenarios)
-core asset allocation views (growth vs defense, major asset classes)
-specific ideas (within/across asset classes and sectors/regions)
This week I will be hosting webinars/calls with clients where I go through the slides and talk through the highlights, add some extra comments/context/explanation, and address some specific client questions about the pack and about markets/macro in general
WEBINARS scheduled for
-New York 4pm Wednesday 5th October
-London 9am Thursday 6th October
Recordings from the webinars will be made available to clients, although n.b. the Q&A sessions will not be recorded.
The Quarterly Strategy Pack was one of several upgrades and enhancements to the service in recent years, e.g. the Monthly Chartbook was revamped and rebranded to the monthly Market Cycle Guidebook, and the Global Cross Asset Market Monitor now also features a global cross asset sentiment chart pack and extra commentary on sentiment and technicals (as a weekly markets kick-start and market intel pack).
Also included is a summary of views across the major asset classes and TAA positioning guide, and a look at changes in expected returns vs the previous quarter.
Subscribe today!
If you have any questions or requests, just get in contact.
To request a copy of the full report, subscribe, or take up a trial, please fill in the form here.
About the Service:
Our institutional service caters to multi-asset portfolio managers and investment professionals. The service comprises a set of reports (2 weekly, 1 monthly, 1 quarterly) and personalized service to help make the portfolio managers' job easier. With the service we deliver a flow of investment ideas, risk management input, and meaningful macro insights. Our Head of Research and founder spent his career on the buy-side, and our reports reflect that perspective with a clear "so what?" focus rather than research for research sake. The reports are punchy and chart/fact focused, and are easy to read both in terms of speed and understanding: so clients often end up saving time and getting better insights. So if you're looking for a dedicated and specialist service to help you deliver excellent returns for your clients, give us a try.
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This Q4 strategy pack seems like a comprehensive guide for navigating the market landscape. I'll definitely be attending the webinar for some valuable insights. For anyone interested in more engaging content, check out FunBoxie.
Really useful overview of what sounds like a very well structured quarterly pack. The fact that it covers macro outlook, asset allocation, and specific cross-asset ideas all in one place is exactly what busy portfolio managers need, especially heading into a volatile Q4. I recently read a piece on https://englandderbyshire.co.uk/ about how quality research and clear data presentation can genuinely shift investment decision-making, and this service sounds like it delivers on both fronts. The webinar format with live Q&A is a great touch too.
Great points about broken indicators. It's easy to get lost in complex metrics. Sometimes a simple brain break helps, like playing dialed gg to test your memory. Keeps the mind sharp for the real analysis!
This sounds like a well‑structured and practical update for clients heading into Q4. I like the emphasis on the “so what?” factor, too much macro commentary out there lacks clear portfolio implications. The combination of macro outlook, asset allocation positioning, and expected return shifts makes it actionable rather than theoretical. I recently came across a discussion on https://direwolfseo.co.uk/ about how concise visual reporting improves decision‑making speed, and that chart‑focused approach you describe aligns with that idea. Definitely valuable for multi‑asset managers navigating volatile conditions.