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Weekly Insights - Edition 124
This week: a focus on inflation, commodities, and capex megatrends -- also an update on market developments and outlook for US small caps...
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Callum Thomas
Weekly Insights - Edition 123
This week: EM cross-asset market update, global data pulse, stocks vs bonds, tech stock valuations, agri commodities, New Zealand equities...
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Callum Thomas
2
Weekly Insights - Edition 122
This week: market update (REITs/banks, treasuries, commodities), US dollar outlook (upside vs downside risks, short-term vs medium-term)
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Callum Thomas
Monthly Asset Allocation Review - August 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
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Callum Thomas
2
August 2023
Weekly Insights - Edition 121
This week: market update, global vs US equities, global tax trends, EMFX outlook, EM sovereign bonds, Oil price and Energy stocks, and the Renewable…
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Callum Thomas
Weekly Insights - Edition 120
This week: macro/market pulse check, bond yield breakout, China macro + A-Shares, gold price outlook, Japanese equities, REITs, and Latin American…
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Callum Thomas
Weekly Insights - Edition 119
This week: global equity sectors, financial conditions tightening, cyclicals vs defensives, value vs growth, and contrarian signals for "defensive…
 • 
Callum Thomas
Weekly Insights - Edition 118
This week: market update as risk rumbles, rates rise...
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Callum Thomas
Monthly Asset Allocation Review - July 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
 • 
Callum Thomas
3
July 2023
Weekly Insights - Edition 117
This week: Equity breakouts, EM risk sentiment, change in commodity market technicals, global monetary policy pulse, treasuries outlook, stocks vs…
 • 
Callum Thomas
Weekly Insights - Edition 116
This week: macro/market update, crude oil price outlook, US dollar, gold, China macro and equities, emerging markets, frontier market equities...
 • 
Callum Thomas
1
Weekly Insights - Edition 115
This week: USD and global equities, global inflation pulse, commodities, housing market outlook, US small caps, frontier market equities...
 • 
Callum Thomas
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