海外研报
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What happened to the term premium?
The term premium is one of the most important parameters for investment andfunding decisions, but nobody knows its size. Our revised approach reduces
海外研报
2024年08月31日
UK Weekly Kickstart Summer data-only update
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报
2024年08月31日
we prefer Europe and the UK despite Japan structurally getting better
For EAFE or US international portfolios, Japan versus Europe is the most important regional decision. We downgrade Japan to underweight in local-currency terms
海外研报
2024年08月31日
Trade Close: Close Options Recommendation on AFRM
We close our recommendation to buy AFRM calls. We close our 21-Aug, 2024recommendation to buy AFRM 6-Sep Weekly $29.5 calls at a gain following their
海外研报
2024年08月31日
