Сигналы
4
Ben Gilman
Chief Investment Officer, Africa, Middle East and Europe, Standard Chartered
Винрейт
25.0%
доходность
-0.8%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
18 авг
$105.70
+0.2%
Heavy bond supply is causing short-term indigestion, especially in investment-grade corporate bonds, but supply is a 1-3 month technical factor rather than a long-term fundamental problem. That can create selective opportunities in corporate credit when yields spike.
Облигации и ставки
Лонг
18 авг
$82.00
-0.1%
Near-term inflation risks and volatile long bonds mean investors are not well-paid enough to take long-duration interest-rate risk. Standard Chartered prefers keeping bond duration short because the short end is more attractive and carries much less volatility.
Облигации и ставки
Лонг
18 авг
$57.58
-0.1%
Rising long-term bond yields are a headwind for long-duration equities, but strong earnings tailwinds, particularly in technology and financials, can help equity markets weather higher yields. Volatility may be higher, but the reward is still seen as better in equities than in bonds.
Тематические ETF
Лонг
18 авг
$190.32
-3.4%
Rising long-term bond yields are a headwind for long-duration equities, but strong earnings tailwinds, particularly in technology and financials, can help equity markets weather higher yields. Volatility may be higher, but the reward is still seen as better in equities than in bonds.
Тематические ETF
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У Ben Gilman на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: XLF, XLK, SHY.
