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Weekly Insights - Edition 233
This week: global markets update, REITs outlook, Chinese stocks, US tech stocks, crude oil and energy stocks, defensives in focus...
13 hrs ago
•
Callum Thomas
3
1
Chart of the Week - EM Inflection Point
A once-in-a-decade turning point is upon us...
Oct 22
•
Callum Thomas
40
6
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
Weekly Insights - Edition 231
This week: global markets update, EM fixed income, value vs growth, agri commodities, frontier markets, LatAm equities...
Oct 13
•
Callum Thomas
5
Chart of the Week - MEEGA Update
Make European Equities Great Again... [here comes the breakout]
Oct 8
•
Callum Thomas
28
2
Weekly Insights - Edition 230
This week: global markets update, European equity technicals, macro radar, monthly pack link, ideas inventory...
Oct 6
•
Callum Thomas
7
Monthly Asset Allocation Review - September 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Oct 3
•
Callum Thomas
2
Chart of the Week - Drift Risk Rising
Passive index investors have been drifted into an increasingly aggressive (and risky) portfolio, here's how we got here and what to do about it...
Oct 1
•
Callum Thomas
35
2
September 2025
Weekly Insights - Edition 230
This week: global markets review, technical risk-watch, emerging market equities update, macro radar, quarterly pack...
Sep 29
•
Callum Thomas
3
10 Charts to Watch in 2025 [Q3 Update]
Key charts and issues to keep track of in Q4 and beyond...
Sep 24
•
Callum Thomas
67
Weekly Insights - Edition 229
This week: global markets update, US dollar technicals, macro radar, ideas inventory...
Sep 22
•
Callum Thomas
3
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