Portfolio
Trading Ideas: 11 July 2011: Buying Japan
IDEA of the month: With this issue we continue to increase our equity weight by…
Trading Ideas: 4 May 2011: Buying Utilities
IDEA of the month: WE buy the Stoxx Utilities Index with 5% weight and take…
Trading Ideas: 1 April 2011: Shorting the Eurozone…
IDEA of the month: Shorting the Eurozone bonds and buying commodities With this issue we…
Trading Ideas: 15 March 2011: Further shift to…
IDEA of the month: Further shift to safety on the back of increased risk perception…
Trading Ideas: 4 Marzo 2011: Buying inflation protection
IDEA of the month: Buying inflation protection We had reduced the equity weight in our…
Trading Ideas: 24 February 2011: Further Risk Reduction
IDEA of the month: Further Risk Reduction Two weeks ago we had already reduced the…
