Callum Thomas

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS system. The previous change was implemented in September 2016 and saw the new Real Estate sector split out from financials. Sure... Show More

In the third and final interview with Giselle Roux, CIO of Escala Partners, we explore which sectors are positioned to do well from the great rotation underway. On the financials, she says: “These are more interesting in that as interest rates rise, banks do better. That's simply because they borrow... Show More