Quarterly Strategy Pack - Q4 2022
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Quarterly Strategy Pack - Q4 2022
Macro outlook, core asset allocation views, specific ideas, webinar link
Hi there,
Please find attached the Q4 2022 edition of the "Quarterly Strategy Pack"
The pack covers key the themes/charts on the outlook for 2022, 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).
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 | LinkedIn: https://www.linkedin.com/company/topdown-charts
Quarterly Strategy Pack - Q4 2022
Here's the Webinar Replay Link: https://www.youtube.com/watch?v=asGM8YTnLJM
Normally, I will send the webinar + live Q&A link to subscribers in advance of the calls, and then circulate a replay link.