Topdown Charts Professional

Share this post

Quarterly Strategy Pack - Q4 2022

www.topdowncharts.pro
Quarterly Strategy Pack

Quarterly Strategy Pack - Q4 2022

Macro outlook, core asset allocation views, specific ideas, webinar link

Callum Thomas
Nov 14, 2022
1
Share this post

Quarterly Strategy Pack - Q4 2022

www.topdowncharts.pro

Hi there, 

Please find attached the Q4 2022 edition of the "Quarterly Strategy Pack"  

Topdown Charts Quarterly Strategy Pack Q4 2022
5.82MB ∙ PDF File
Download
Download

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

1
Share this post

Quarterly Strategy Pack - Q4 2022

www.topdowncharts.pro
1 Comment
author
Callum Thomas
Nov 14, 2022Author

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.

Expand full comment
Reply
TopNewCommunity

No posts

Ready for more?

© 2023 Topdown Charts Limited
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing