Oil shock and no surprise on central bank actions
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Dears collegues,

 

Please find below our latest edition of the Weekly Investment Notes:


Key / New Investment Ideas:

Fixed Income

  • We suggest selling exposures to two issuers (Adani Group and JBS) which have been removed from our Masterlist on sustainability grounds.
  • We expect corporates to outperform on the back of European Central Bank buying and highlight the recent euro denominated bond from RCI Banque, and some hybrid corporate issues.

Equities

  • We suggest rolling over equity put options by adjusting strikes and maturities.
  • We provide an update on oil group Total, and continue to favour structural growth companies such as Spotify.

Currencies

  • We set out a ‘pivot strategy’ on gold to benefit from current favourable market conditions.

Commodities

  • We highlight a structured product on the West Texas Intermediate oil benchmark.

With kind regards,

The Specialised Portfolio team

 

 
 
 

By the Swiss Bank (Bank Lombard Odier & Co Ltd), by the European banks (Lombard Odier (Europe) S.A.

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