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Monthly Asset Allocation Review - June 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
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Callum Thomas
Chart of the Week - Emerging Markets
After a 14-year bear market, investors are seriously underexposed to what may be one of the biggest opportunities in the coming decade...
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Callum Thomas
4
Weekly Insights - Edition 217
This week: global markets update, US dollar outlook, macro radar...
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Callum Thomas
10 Charts to Watch in 2025 [Half-Time Update]
Key charts and issues to keep track of in H2 and beyond...
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Callum Thomas
2
Weekly Insights - Edition 216
This week: market update, geopolitics and markets, emerging market equities, EM fixed income, commodity price outlook, Global/Small/Value vs…
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Callum Thomas
Weekly Insights - Edition 215
This week: market update, defensive equity sectors, crude oil and energy stocks, oil vs gold, gold and gold miners, agri commodities, LatAm equities...
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Callum Thomas
2
Chart of the Week - Global Equity Advance
Tracking country-level A/D lines across global equities...
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Callum Thomas
2
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