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November 2025

Chart of the Week - ETF Frenzy
a chart that looks a little too weird to be true — but sometimes weird things happen when things get weird...
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Callum Thomas
Weekly Insights - Edition 237
This week: global markets update, US dollar + FX outlook, Upside/Downside risks, Global inflation outlook, China assets, reviewing the risk-off…
 • 
Callum Thomas
Chart of the Week - Banking Boom?
A sector long-forgotten is back to boom times with a critical macro signal...
 • 
Callum Thomas
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…
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Callum Thomas
2026 Outlook Webinar Replay (+Slide Pack)
The big picture themes, asset allocation issues, and big ideas for 2026...
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Callum Thomas
Chart of the Week - Commodities
"this is *the* key asset class to watch in the coming months and years"
 • 
Callum Thomas
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...
 • 
Callum Thomas
Monthly Asset Allocation Review - October 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
 • 
Callum Thomas
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