bearish
August Themes and Thematic Portfolio Review
363 Views03 Sep 2024 06:55
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
What is covered in the Full Insight:
- August Market Review
- Performance Analysis
- Investment Themes Overview
- Portfolio Changes
- Sector and Regional Insights
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
x