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October Themes and Thematic Portfolio Review
324 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
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