Quarterly Strategy Pack - Q3 2024 [preview]

Macro outlook, core Asset Allocation views, specific ideas, Webinar details

Jul 01, 2024

We’ve just published the latest "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 (risks + opportunities across sectors/regions/assets), and key positioning takeaways.

Clients can dial in to the quarterly webinars to walkthrough the pack and get involved in Q&A sessions (n.b. recording links are also available for those who can’t make the webinars: this quarter scheduled for NY 4pm Tues 2nd July, London 9am Weds 3rd July).

Aside from being highly valuable in terms of top-down insights and ideas to help avoid risk and position for upside, the Quarterly Pack offers a good introduction to our work and the type of material we cover.

Also, for your reference — here’s the summary page to help get a sense of what will be covered in this quarter’s pack:

To access the report simply sign up as a paid subscriber to Topdown Charts Professional (US$350/month paying monthly or US$3500 paying annual).

Access the Full Report now

Tip: if you are new to Topdown Charts and are not sure if this is right for you — you can simply subscribe on a monthly basis (US$350/month) and give the service a good look, then can cancel at any time if you decide it doesn’t fit with your process.

n.b. Corporate & Institutional Clients

Get in touch (reply to this email) if you need information on other payment options (e.g. CSA payments —manual invoicing is also available if required), or for special pricing for teams/multiple users, or if relevant you may request a trial, intro-call, or due diligence documentation as relevant.

Otherwise, you can easily+simply self-onboard with the standard payment and subscription options (select either a single user or group subscription as relevant):