Quarterly Strategy Pack - Q3 2024
Macro outlook, core asset allocation views, specific ideas, webinar link
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