Investment Idea
[Fixed Income/Equities/Forex & Precious metals]
Investment Solutions - Advisory
 
 
Location External Use Details
LO CH for internal use only
LOESA for internal use only
LO Asia for internal use only
Other Ext. Offices for internal use only
 please refer to your local cross border rules
 
 
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 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

 
 
 

For external distribution: [GDA to finalise disclaimer]

Please refer to the G2 Advisory tool [GDA to update and add link on the G2 Advisory tool]

For additional informations, please contact M&C Publications / coordinator Hotline: 2300 – mcpublication@lombardodier.com.