The most difficult trade right now
There's an old saying: the most difficult trade is often the right one. Unfortunately, it does not make for a sound investment thesis, so it's better to be honest and upfront about it.
Given that most fund managers were bullish on long-dated US ...
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.