What is the Weekly Insights report?

A brief introduction: what it is, why I decided to launch it, and who it's for

May 11, 2021

Topdown Charts is focused on providing high quality global asset allocation research to some of the world’s largest institutional investors.

BUT! we kept getting requests from people who were either not in that category -- or who were in that space but either lacked the budget for the full service, or simply just lacked the bandwidth to consume all the glorious detail of the full service…

So the intent here was to create something that condenses down what we do with the full service, to provide a highly useful entry-level experience for:

People who are time poor: they just want the key points
but they don’t want to miss emerging themes and ideas
and/or don’t have the institutional budget
and who want a selection of charts that capture critical issues, but also want the context, the conclusion — the “so what?“

While this is a condensed down version, and an entry-level service, it probably will be a level above pure retail — and it will likely appeal most to financial advisors, investment professionals, and serious investors.

What you get:

Weekly Insights Report (see samples below)
Monthly Asset Allocation Review
Full access to the report archives
Ability to post comments/questions

Key Benefits:

[Better Investment Decisions] Get onto emerging risks + opportunities
[Perspective] Stay informed on macro trends, market developments
[Access] Exclusive charts with a clear “so what?“

It’s like having an investment strategist in your corner, helping you stay on top of macro and markets — pointing out critical risks and opportunities so you can save time and get ahead in your investment goals.

What next?

If this sounds like what you’ve been looking for, the best thing is to get an annual subscription as it works out to be the cheapest ($399/year).

If you need more info first, check out this longer post outlining the service, but also take a chance to familiarize yourself with the unlocked sample reports below:

(unlocked) Edition 116 of the Weekly Insights Report

(unlocked) Edition 120 of the Weekly Insights Report

(unlocked) Monthly Asset Allocation Review - July 2023

If in doubt, think about this: it’s better to have access to a service like this and maybe not end up using each and every single snippet than to not have access — and end up missing a major risk or opportunity. And to be honest, when it comes to macro and asset allocation, 80% of it is going to come down to maybe 1 or 2 major risks/opportunities per year. We help by identifying those with clear charts and concise commentary, as well as tracking themes through their logical progression.

Ultimately the quality is there, the insights are solid, and we’ve proven our value over and over, so at this point there’s only one thing left to do…

Hope to see you on the paid subscribers list!

Kind regards,

Callum Thomas
Head of Research & Founder at Topdown Charts

Twitter: https://twitter.com/Callum_Thomas

LinkedIn: https://www.linkedin.com/in/callum-thomas-4990063/