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Weekly Macro Themes Report
Topdown Charts Institutional Macro/Multi-Asset research
14 hrs ago
•
Callum Thomas
8
Weekly Macro Themes Report
Multi-asset investment strategy updates
Mar 21
•
Callum Thomas
15
8
Weekly Macro Themes Report + Update
Topdown Charts weekly report
Mar 15
•
Callum Thomas
22
4
Monthly Asset Allocation Review - February 2026
Review of markets and succinct guide to risk vs return outlook across asset classes
Mar 5
•
Callum Thomas
12
1
1
Chart of the Week - Bullearish
The most *bullish* AND *bearish* chart(s) in Global Equities right now...
Mar 3
•
Callum Thomas
47
1
4
Weekly Insights - Edition 251
This week: global markets update, market risk and geopolitics, global equity rotation, emerging market equities, EM fixed income, EMFX, frontier…
Mar 2
•
Callum Thomas
13
1
February 2026
Chart of the Week - Global Bulls
There’s always a bull market somewhere...
Feb 26
•
Callum Thomas
48
5
Weekly Insights - Edition 250
This week: global markets update, US dollar outlook, ideas inventory...
Feb 23
•
Callum Thomas
9
4
Chart of the Week - Defensives
Sector rotation strategy (defensives vs tech + cyclicals ex-tech)
Feb 18
•
Callum Thomas
48
3
Weekly Insights - Edition 249
This week: global markets update, defensive stocks strategy-check, tech stock troubles...
Feb 16
•
Callum Thomas
18
3
1
Chart of the Week - Cyclical Upturn
Global Growth Reacceleration is here.
Feb 9
•
Callum Thomas
27
1
2
Weekly Insights - Edition 248
This week: global markets update, global equity technicals (rotation in focus), macro radar, monthly pack link, ideas inventory...
Feb 9
•
Callum Thomas
6
2
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