Quarterly Strategy Pack - Q2 2026
Macro outlook, core asset allocation views, specific ideas, webinar link
We’ve just published the Q2 “Quarterly Strategy Pack“ — one of the main reports in our institutional research service (see details below).
The quarterly pack pulls together our key top-down macro views, translates that to clear asset allocation guidance across the major asset classes, and goes over a selection of particularly interesting ideas.
ALERT: Webinar + Q&A Session
I will be hosting a webinar to go through the quarterly slide deck and Q&A this week at 9am EST Wednesday the 8th of April. Sign up now to get access to the slide deck + webinar link.
NOTE: you can sign up on a month-to-month basis at US$350 per month, and cancel at any time, so you can basically pay $350 to attend the webinar + get the slide deck + at least 3 editions of the core weekly macro/multi-asset ideas report (+report archives access). So that would be a good way to tap into some really good insights at a key macro-market-moment and see if the service is something you’d like to retain longer term.
Subscribe now and get in before the webinar goes live.
Corporate and Institutional
If you’re part of a fund manager/institution you may request a trial period and due diligence documents, CSA/soft-dollar, or other onboarding assistance — simply Contact Us.
Otherwise, you can easily and simply self-onboard with the standard payment and subscription options (select either a single user or group subscription as relevant):
Thanks and best regards,
Callum Thomas
Founder & Head of Research at Topdown Charts
LinkedIn: https://www.linkedin.com/in/callum-thomas-4990063/
Twitter: https://twitter.com/Callum_Thomas