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January 2025

Chart of the Week - Rundown REITs
Rundown relative returns --readying rubber-band?
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Callum Thomas
Weekly Insights - Edition 195
This week: market update, REITs outlook, "GSV vs ULG", China A-shares (and stocks vs bonds), EM equities, EM fixed income, Frontier Markets...
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Callum Thomas
Chart of the Week - Commodity Season
Did you forget this asset class? (pretty much everyone else did!)
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Callum Thomas
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Weekly Insights - Edition 194
This week: market update, EMFX risks, China macro pulse, Commodity prices, Commodity Equities, Oil and Energy Stocks, Agri commodities...
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Callum Thomas
Chart of the Week - US Exceptionalism
Truly exceptional Asset market Valuations...
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Callum Thomas
Weekly Insights - Edition 193
This week: REITs and private equity, yield curve and real yields, financial conditions tightening, and a desirable setup for defensives...
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Callum Thomas
10 Charts to Watch in 2025
Key charts and issues to keep track of in the year ahead and beyond...
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Callum Thomas
Chart of the Week - Earnings Superpower
The world's corporate Earnings Superpower and outlook for Global Equities...
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Callum Thomas
Charts of 2024 - Honorable Mentions
6 Charts worthy of mention that didn't quite fit in the other sections...
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Callum Thomas
Weekly Insights - Edition 192
This week: update on global markets (global equities, real yields, commodities), US dollar technicals, macro risk radar, link to monthly report...
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Callum Thomas
My Favorite Charts of 2024
I really like charts, here's my favorites from the past year...
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Callum Thomas
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