As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a free download. Note this edition takes a different format than the usual weekly slide deck: reviewing and reflecting on some of the key charts of 2019, before going through some of the ones to watch for 2020. Specifically, the contents: A. Charts That Worked B. Charts That Didn't Work C. My Favorite Charts D. Charts to Watch in 2020 E. Honorable Mentions F. People's Choice Charts G. New Asset Class Coverage
Please enjoy this selection of charts which I have meticulously selected from reviewing all of the Weekly Macro Themes reports from the year 2019. As an exercise in reflection it’s been personally rewarding and insightful, and I trust you will likewise get a lot out of this special edition. Click through for the download link Wishing you all the best for a healthy, fulfilling, and profitable 2020! Thanks for your support this year.
Best regards, Callum
About the Weekly Macro Themes report
The "Weekly Macro Themes" is our institutional offering aimed at multi-asset and macro-driven portfolio managers and strategists. The report takes a chart-driven macro, fundamental and multi-factor approach; a powerful combination of cross-asset idea generation for portfolio managers, charts on key global macro trends, analysis on portfolio risks, asset allocation research, and innovative indicators, in a format that delivers a balance of brevity and depth so that you can efficiently assimilate the insights. Also part of the service is the monthly Chartbook which contains the key charts and views across asset classes with a tactical/dynamic positioning model.
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