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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
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Callum Thomas
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What is the Weekly Insights report?
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Valuations for Multi-Asset Investing
How to use valuation signals for multi-asset investment analysis and decision making
Apr 23
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Callum Thomas
16
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Valuations for Multi-Asset Investing
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Chart of the Week - China Property
The property price downturn has been steep, broad, and drawn-out...
Apr 22
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Callum Thomas
7
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Chart of the Week - China Property
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Weekly Insights - Edition 155
This week: global markets update, stockmarket correction damage assessment, Chinese property market, REITs risk, Frontier Market equities, CMA update...
Apr 22
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Callum Thomas
2
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Weekly Insights - Edition 155
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Chart of the Week - Higher For Longer
Higher for longer risk is becoming reality for US Treasury Yields..
Apr 15
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Callum Thomas
9
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Chart of the Week - Higher For Longer
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Weekly Insights - Edition 154
This week: market update, defensive stocks (defeated?), treasuries, EM sovereign, commodity prices, commodity equities, agri commodities...
Apr 15
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Callum Thomas
1
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Weekly Insights - Edition 154
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Chart of the Week - Base Metal Rising
Industrial metals are at the center of the macro world, what comes next...
Apr 8
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Callum Thomas
16
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Chart of the Week - Base Metal Rising
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Weekly Insights - Edition 153
This week: sector check, bond yields, commodities, gold, macro radar...
Apr 7
•
Callum Thomas
2
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Weekly Insights - Edition 153
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