2025 End of Year Special Report
(our best/worst/favorite charts of 2025 and ones to watch in 2026)
2025 End of Year Special Edition [Free Download]
This report covers our best, worst, and favorite charts of 2025 and the must-see macro/market charts to have on your radar in 2026…
(please see the *alternate download link* if the above attachment does not work)
This report takes a different format than the usual weekly slide deck: reviewing the key charts of 2025, before going through the ones to watch for 2026. As a holiday treat I have decided to provide the full report free to our followers and supporters.
Specifically, the contents:
1. Charts That Worked
2. Charts That Didn't Work
3. My Favorite Charts of 2025
4. Charts to Watch in 2026
5. Honorable Mentions
6. Track Record Update
I hope you enjoy this selection of charts which I have meticulously handpicked from reviewing all of our institutional research reports of the past year. As an exercise in reflection, this has been extremely useful as I continue to hone my craft and refine the reports (…not to mention giving me a number of ideas to work on in the year ahead!).
Topdown Charts — What we do…
We help investors make decisions with confidence: through consistent, pragmatic evidence-driven investment ideas, risk alerts, and macro insights – all delivered in an easy to use format.
Check out our services below…
[FREE] >>> n.b. for those who are new to our work, you may wish to subscribe to the free “Chart Of The Week“ report first to get a sense of what type of work we’re doing with the paid service, but do also take a minute to review the full service and entry-level options below…
Topdown Charts Professional
This is our full service: it’s aimed at multi-asset portfolio managers and professional investors who require top-down input in their process. It’s for people who want chart-driven and evidence based ideas, risk alerts, and macro insights to help them make decisions with confidence and save time (our reports are designed to help busy buyside professionals easily assimilate the insights).
The Topdown Charts Professional service includes:
Regular research reports (see below for a full listing)
Help with questions and requests (either about the reports or in general)
Use of the charts (e.g. in your own reports and stakeholder communications)
The Reports…
Weekly Macro Themes: Core report, featuring 3-5 ideas/topics each week spanning investment ideas, risk management input, and meaningful macro insights.
Global Cross Asset Market Monitor: Weekly intelligence briefing on shorter-term sentiment and technical conditions across global markets and asset classes.
Market Cycle Guidebook: A monthly focus on the medium/longer-term factors such as cycles/valuations/monetary conditions, up to date capital market assumptions, and a summary of views across asset classes and TAA positioning guide.
Quarterly Strategy Pack: Slide pack of core views and charts across macro and markets to support discussions and presentations with clients.
Alternatively, check out our entry-level service for a more concise and easily affordable excerpt of key highlights from the full service…
Topdown Charts Entry-Level (paid) Service?
We kept getting requests from people who either lacked the budget for our full service, or simply lacked the bandwidth to consume the full service…
So we created something that condenses down what we do with the full service, to provide a highly useful entry-level service for:
People who are time poor: they just want the key points
(or they don’t need all of the fine details)
but they don’t want to miss emerging themes and ideas
and/or don’t have the institutional budget
and who want hand-picked charts that capture critical issues, but also want the context - the “so what?“
Specifically, what you get in the Entry-Level Service:
Full Access to the report archives and Q&A
Key Benefits to Subscribers:
Get onto emerging risks + interesting opportunities
Stay informed on meaningful macro themes/trends
Access to exclusive charts with a clear “so what?“
It’s like having an investment strategist in your corner, helping you keep on top of macro and markets; pointing out the critical risks and opportunities that could make a big difference in achieving your goals.
The past few years have shown the value of a service like this.
Life is busy, and you don’t want to miss something lurking just off your radar.
If you still have any questions, check out the resource list below or get in touch
Further Resources on the Entry-Level Service
If you are still thinking about subscribing, the following resources may be helpful [but do reach out if you have any specific questions].
A handy guide for those new to Topdown Charts and the entry-level service, to help you get the most out of your subscription.
What paid subscribers say about the service, including testimonials, feedback, and ratings.
What is the Weekly Insights report?
An outline of what’s included in the service, the key features/benefits, and who the service was designed for.
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If you’d rather not sign up at the moment simply follow us on social media for occasional charts, links, and updates on what we’re up to with the business.
…and definitely reach out: comments/replies/shares are always welcome!
Sincerely,
Callum Thomas
Head of Research and Founder at Topdown Charts
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NEW: Services by Topdown Charts
Topdown Charts Professional —[institutional research service]
Topdown Charts Entry-Level Service —[entry-level version]
Weekly S&P 500 ChartStorm —[US Equities in focus]
Monthly Gold Market Pack —[Gold charts]
Australian Market Valuation Book —[Aussie markets]
Thanks for sharing to us freeloaders. I have benefitted greatly from your posts. Merry Christmas
Thanks Callum, much appreciated end-of-the-year share and great insights during the year as well as for 2026. I agree with the mental model of EM vs. US (overstretched) as well as Energy & Commodities.