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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...
Sep 18
•
Callum Thomas
2
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Weekly Insights - Edition 124
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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...
Sep 11
•
Callum Thomas
2
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Weekly Insights - Edition 122
This week: market update (REITs/banks, treasuries, commodities), US dollar outlook (upside vs downside risks, short-term vs medium-term)
Sep 4
•
Callum Thomas
2
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Monthly Asset Allocation Review - August 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
Sep 1
•
Callum Thomas
1
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Monthly Asset Allocation Review - August 2023
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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…
Aug 28
•
Callum Thomas
1
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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…
Aug 21
•
Callum Thomas
3
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Weekly Insights - Edition 119
This week: global equity sectors, financial conditions tightening, cyclicals vs defensives, value vs growth, and contrarian signals for "defensive…
Aug 14
•
Callum Thomas
3
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Weekly Insights - Edition 119
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Weekly Insights - Edition 118
This week: market update as risk rumbles, rates rise...
Aug 6
•
Callum Thomas
1
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Weekly Insights - Edition 118
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Monthly Asset Allocation Review - July 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
Aug 3
•
Callum Thomas
3
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Monthly Asset Allocation Review - July 2023
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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…
Jul 31
•
Callum Thomas
3
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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...
Jul 24
•
Callum Thomas
4
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Weekly Insights - Edition 116
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1
Weekly Insights - Edition 115
This week: USD and global equities, global inflation pulse, commodities, housing market outlook, US small caps, frontier market equities...
Jul 17
•
Callum Thomas
4
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Weekly Insights - Edition 115
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