Topdown Charts Contributor

Topdown Charts is a chart-driven independent research provider covering global asset allocation and economics. ​

Topdown Charts covers multiple economies, markets, and asset classes with a distinctive chart-driven focus to bring valuable insights to investors, portfolio managers, and investment professionals. The perspective is that of an investor, and the multi-asset scope lends itself to both asset allocators and asset class specific portfolio managers.

Our clients include fund managers, family offices, financial advisers, specialist investment firms, and other large asset owners.

rss feed Author's Website

Topdown Charts Contributor's Latest Posts

A Post-Pandemic Investment Boom?

A Post-Pandemic Investment Boom?

Executive Summary Increased S&P 500 earnings expectations likely to help drive higher capex Portfolio managers prefer firms invest for the future Easy access to capital and recent underinvestment should set the stage for capex growth Cyclical sectors and EM are seen as beneficiaries   Capex Comeback It’s mid-year and earnings season is on tap. 2Q21 […]

Continue Reading