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October Themes and Thematic Portfolio Review

361 Views03 Nov 2024 08:18
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
What is covered in the Full Insight:
  • Market Performance Overview
  • Gold and Bond Market Dynamics
  • Thematic Portfolio Adjustments
  • Energy Sector Insights
  • Allocation Strategies and Updates
Boomeranged on Mon, 4 Nov 2024 09:34
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India, Precious metals and Energy.
SUMMARY
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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
EquitiesCross Asset StrategyThematic (Sector/Industry)

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