Report
Simon Goodfellow
Harlyn Synopsis April 5 2017
Everybody seems to be increasing their exposure to Eurozone Equities at the same time. We agree with the trade, but are cautious about some of the commentary. Eurozone investors need US equities to construct risk-efficient portfolios, but US investors do not need Eurozone equities in the same way. They do, however, need Emerging Markets.
Provider
Harlyn Research LLP
Harlyn Research LLP
Harlyn Research designs tactical asset allocation systems for professional investors. We work with institutions, wealth managers, and private banks to create high-performance, low-risk investment strategies. Our products cover asset allocation, equity region selection and sector rotation models, all of which can be tailored to a variety of benchmarks.
Simon Goodfellow
Other Reports from Harlyn Research LLP
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.