"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts

Jamie Stewart of the IRF Podcast is joined by Callum Thomas, the founder of Topdown Charts to discuss ‘Global Policy Pivot and the Wake Up Call to Markets.’ Topdown Charts is a chart driven Macro Research House covering global asset allocation and economics.

Callum gives clear and expert insight into investment strategy, the projects that can be covered by charts and creates a 3 dimensional appreciation of graphic disciplines. He discusses global policy pivot, how it functions and how it is relevant for us all. He explains why central banks are transitioning from suppressors of volatility to sources of volatility and how investors should understand and interpret this. How last year was about suppressing volatility and pouring unprecedented amounts of monetary easing into the system and why this year we are starting to see monetary policy as a source of volatility. Callum relates how anyone with an asset allocation investment responsibility on an institutional basis should be positioned and what they should be looking for. He indicates any undervalued assets that offer a positive and attractive risk reward prospect and also highlights significant risks which investors are tending to ignore or underestimate.