October 18th we reduced our long basket (SPX, NKY, ASX, SX5E) and added back to our short basket (NDX, DAX, HSI, Taiwan, Kospi) for a final leg down/new lows.
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.