Moving the deckchairs for summerReport Date: 18th July, 2019
There have been a number of recent developments that impact our asset allocation. First, we are adding more euro shorts against the US dollar, maintaining our $1.04 price target. Second, we think we’re now at a point where gold finally has credit as an asset. And finally Brexit. The risks of a hard Brexit are rising. We move to short sterling against the dollar and euro.
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