Quarterly Strategy Pack - Q1 2025
Macro outlook, core asset allocation views, specific ideas, webinar link
Hi there,
Please find attached the Q1 2025 edition of the "Quarterly Strategy Pack"
The pack covers the key themes/charts on the outlook for 2025 and beyond, specifically:
the macro outlook (policy, inflation, growth, risk scenarios)
core asset allocation views (growth vs defense, major asset classes)
specific ideas (within/across asset classes and sectors/regions)
In addition to the attached, I will be hosting zoom calls (so I can add a bit more commentary/context/explanations around the charts and themes) - these will be recorded for those who can't make it (I will send recording links later in the week).
>> Quarterly Pack ZOOM WEBINAR DETAILS (please register using the relevant link below)
London -- 9am Tuesday, 14th January https://us06web.zoom.us/meeting/register/xPBaOjkxQLCDd2ioyqVeUg
New York -- 4pm Tuesday, 14th January https://us06web.zoom.us/meeting/register/nYgEyyYPT9i-Nzsv_hCsIQ
Best regards,
Callum
Callum Thomas
Head of Research | Topdown Charts Limited | www.topdowncharts.com
Mobile: (+64) 22 378 1552
Email: callum.thomas@topdowncharts.com