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