Investment Idea
[Fixed Income/Equities/Forex & Precious metals]
Investment Solutions - Advisory
Location External Use Details
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Growth Protection Yield Opportunistic Special Situation

Dear colleagues,

Please find below our new Investment Idea on:

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


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


Our Call:

  • Investment thesis
  • Catalyst(s)
  • Risks


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



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