Portfolio - Taking profits in CNY
​The best-trade portfolio generated positive performance in May, primarily driven by short CNY/USD. The strategy took profits in this trade due to a reduction of acute economic tail risk in China and rotated into two new currency trades. The short equity position in China was also closed.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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.