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Weekly Insights - Edition 109
This week: global equity sectors, CDS pricing and volatility, value vs growth...
 • 
Callum Thomas
Monthly Asset Allocation Review - May 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
 • 
Callum Thomas
1
Weekly Insights - Edition 108
This week: Japanese equities, Europe, UK, gold price outlook, tax and global equities, market update, and "how to be a bull"...
 • 
Callum Thomas
Weekly Insights - Edition 107
This week: US tech stocks, banking sector (US vs global), EM sovereign bonds (and EMFX), Agri commodities, gold price update, macro-market commentary...
 • 
Callum Thomas
Weekly Insights - Edition 106
This week: global economic pulse, inflation outlook, China & Industrial metals, bull case for treasuries, stocks vs bonds, macro/market technicals…
 • 
Callum Thomas
4
Weekly Insights - Edition 105
This week: US dollar outlook, macro-market update, PMI pulse, inflation trend, backlogs vs bond yields, CRE downside risks...
 • 
Callum Thomas
Monthly Asset Allocation Review - April 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
 • 
Callum Thomas
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