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04 Aug 25

Odd Bins 08.04.2025 - Some significant shifts in portfolio positions

Strategy Report | David Roche | 04 Aug 25
#Europe (West Germany)#German Equities#EU Implications of German Defence Spending#German Equities & Bunds#US - EU Trade Agreement#EU Tariffs#EU Equities#Portfolio Risk Assessment

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Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More

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