“The only perfect hedge is in a Japanese garden”
— Anon
In this update, we present an alternative bottom-up framework for evaluating relative value opportunities between fixed income assets and equities, which often leads to countervailing conclusions compared to those reached by Wall Street analysts using mainstream methods.
Memb...
Speevr Intelligence
The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.