Episode 64 – Profiles in Credit – Callum Thomas
March 11, 2021

Episode 64 – Profiles in Credit – Callum Thomas

Geoff Castle chats with Callum Thomas, founder and head of research of Topdown Charts.

Subtitle: Credit insights from the world’s southern-most investment research firm.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Callum Thomas, founder and head of research of Topdown Charts. They discuss Callum’s background and early career, the path to launching Topdown Charts and what it offers, Callum’s approach to credit cycles and their perspective on potential interest rates over the next few years as we enter the recovery.

Additional Resources: Topdown Charts Quarterly Strategy Pack – Q1 2021

Key Takeaways

[02:18] Callum’s background and early career.
[05:33] Callum’s preference for the fund asset allocation and macro allocation side of the business.
[09:08] Creating Topdown Charts and what the service offers.
[16:16] How Callum thinks about valuation in terms of sectors and asset classes.
[19:29] Callum’s approach to cycles.
[35:01] Where Callum sees rates going in the next year or two as we enter the recovery.
[46:41] Some book recommendations from Callum.

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