Market Cycle Guidebook - September 2022

Your reference guide and cheat-sheet for the outlook across asset classes, including tactical asset allocation guide, market update, macro/risk outlook, and 70+ charts

Hello

Please find attached the latest Market Cycle Guidebook.

Topdown Charts Monthly September 2022

6.54MB ∙ PDF file

Download

Download

The Market Cycle Guidebook includes:
-Front page big picture summary, global cycle/monetary/valuation status check
-Market snapshot & commentary (month in review)
-Summary views across asset classes (short and medium term) and TAA guide
-Monthly updated Capital Market Assumptions and supporting charts
-Australia & New Zealand appendix
-And of course, over 70 charts illuminating the key medium-term drivers of risk and return across a global multi-asset universe

Hope you find it useful, interesting, and insightful

Any questions (or requests) just let me know

Best regards,

Callum

Callum Thomas

Head of Research | Topdown Charts Limited | www.topdowncharts.com

Mobile: (+64) 22 378 1552 | LinkedIn: https://www.linkedin.com/company/topdown-charts