Investment Idea
[Fixed Income/Equities/Forex & Precious metals]
Investment Solutions - Advisory
 
 
Location External Use Details
LO CH Advisory and Discretionary
LOESA Advisory
LO Asia Advisory
Other Ext. Offices Please check with local compliance officer
 Not for distribution to Execution Only clients or to Prospects
 
 
Growth Protection Yield Opportunistic Special Situation

Dear colleagues,

Please find below our new Investment Idea on:

[Name of the idea(Buy/Switch...]

Backdrop:

  • Market context/Newsflow
  • Consistency with CIO views, strategic themes and/or portfolio grids

Our investment call:

  • Investment thesis
  • Catalyst(s)
  • Risks

Implementation:

FI: Key economics of the bond, Switch idea (including multiple switches), Fund/Structure features

EQ: Key facts/Company description/Valuation table, Target price/ Upside potential/Timeframe, Switch idea, Fund/ETF/Structure features

FX: Strategy description

 

With kind regards,

Your [Fixed Income/Equity/Forex & Previous Metals] Advisory team

 

Visit G2 Advisory for accessing all IS-Advisory ideas and forwarding them to clients.

 

 
 

This message is for adressee only.

Visit G2 Advisory for accessing all IS-Advisory ideas and forwarding them to clients.