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Weekly Insights - Edition 219
This week: global markets update, credit spreads review, developed market ex-US equities special (Europe, Japan, UK, Canada)...
Jul 14
•
Callum Thomas
4
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Weekly Insights - Edition 219
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Chart of the Week - Commodities vs Gold
The "great rotation" no one is talking about yet...
Jul 10
•
Callum Thomas
22
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Chart of the Week - Commodities vs Gold
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Weekly Insights - Edition 218
This week: global markets update, Emerging + Frontier market equity technicals check, macro radar, monthly pack link...
Jul 7
•
Callum Thomas
5
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Weekly Insights - Edition 218
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Monthly Asset Allocation Review - June 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Jul 4
•
Callum Thomas
4
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Monthly Asset Allocation Review - June 2025
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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...
Jul 1
•
Callum Thomas
22
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Chart of the Week - Emerging Markets
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4
June 2025
Weekly Insights - Edition 217
This week: global markets update, US dollar outlook, macro radar...
Jun 30
•
Callum Thomas
3
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Weekly Insights - Edition 217
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10 Charts to Watch in 2025 [Half-Time Update]
Key charts and issues to keep track of in H2 and beyond...
Jun 25
•
Callum Thomas
23
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10 Charts to Watch in 2025 [Half-Time Update]
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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…
Jun 23
•
Callum Thomas
6
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Weekly Insights - Edition 216
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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...
Jun 16
•
Callum Thomas
7
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Weekly Insights - Edition 215
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2
Chart of the Week - Global Equity Advance
Tracking country-level A/D lines across global equities...
Jun 11
•
Callum Thomas
13
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Chart of the Week - Global Equity Advance
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Weekly Insights - Edition 214
This week: global markets update, US dollar outlook, macro radar, monthly pack link, ideas inventory...
Jun 9
•
Callum Thomas
5
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Weekly Insights - Edition 214
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Monthly Asset Allocation Review - May 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Jun 6
•
Callum Thomas
7
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Monthly Asset Allocation Review - May 2025
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