Hi there,
Please find attached the Q3 2024 edition of the "Quarterly Strategy Pack"
The pack covers key the themes/charts on the outlook for H2 2024 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)
New York -- 4pm Tuesday, 2nd July [link expired]
London -- 9am Wednesday, 3rd July [link expired]
SEE ALSO - Quarterly Strategy Pack -- Webinar recording replay link:
Passcode: D1!NBBx3
Let me know if you have any questions, or particular issues you'd like me to discuss
Best regards,
Callum
Callum Thomas
Head of Research | Topdown Charts Limited | www.topdowncharts.com
Mobile: (+64) 22 378 1552
Email: callum.thomas@topdowncharts.com