Portfolio
Trading Ideas: 4 May 2011: Buying Utilities
IDEA of the month: With this issue we buy the Stoxx Utilities Index with 5%…
Trading Ideas: 1 April 2011: Shorting the Eurozone…
IDEA of the month: Shorting the Eurozone bonds and buying commodities With this issue we…
Trading Ideas: 15 March 2011: Further shift to…
IDEA of the month: Further shift to safety on the back of increased risk perception…
Trading Ideas: 4 March 2011: Buying inflation protection
IDEA of the month: Buying inflation protection We had reduced the equity weight in our…
Trading Ideas: 24 February 2011: Further Risk Reduction
IDEA of the month: Further Risk Reduction Two weeks ago we had already reduced the…
Trading Ideas 11 January 2011: Buying Private Equity
IDEA of the month: Buying Private Equity This month we buy the Private equity LPX…