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Weekly Insights - Edition 236
This week: global market update, commodity technicals, global bank surveys, credit spreads (and private credit), stocks vs bonds, global ex-US equities…
11 hrs ago
•
Callum Thomas
2
2026 Outlook Webinar Replay (+Slide Pack)
The big picture themes, asset allocation issues, and big ideas for 2026...
Nov 12
•
Callum Thomas
18
2
Chart of the Week - Commodities
"this is *the* key asset class to watch in the coming months and years"
Nov 10
•
Callum Thomas
41
5
2
Weekly Insights - Edition 235
This week: global markets update, risk-off moves, renewable energy stocks, ESG ebb and flow, macro radar, monthly pack link, updated ideas table...
Nov 10
•
Callum Thomas
5
1
Monthly Asset Allocation Review - October 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Nov 7
•
Callum Thomas
2
3
Chart of the Week - Japan Breakout(s)
Japanese Equities: believe the breakout, big things are happening in Japan...
Nov 4
•
Callum Thomas
47
1
2
Weekly Insights - Edition 234
This week: global markets update, EM equity technicals, US dollar outlook, US treasuries, EMFX, Japanese stocks, and US small caps...
Nov 3
4
October 2025
Chart of the Week - Reacceleration 26
This is going to be *the* big macro theme heading into 2026
Oct 28
•
Callum Thomas
37
3
5
Weekly Insights - Edition 233
This week: global markets update, REITs outlook, Chinese stocks, US tech stocks, crude oil and energy stocks, defensives in focus...
Oct 27
•
Callum Thomas
4
1
1
Chart of the Week - EM Inflection Point
A once-in-a-decade turning point is upon us...
Oct 22
•
Callum Thomas
41
6
4
Weekly Insights - Edition 232
This week: global markets update, US treasury yield technicals, global monetary policy pulse, commodity prices outlook, emerging market equities…
Oct 20
•
Callum Thomas
8
Chart of the Week - Value vs Growth
Charting the outlook for value vs growth stocks + wider stockmarket implications...
Oct 15
•
Callum Thomas
35
6
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