Calls
2
Alexandra Ivanova
Fund Manager, IFI Europe Team at Invesco
Win Rate
50.0%
return
-2.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$67.11
+0.9%
European equities are under-owned; investors are not positioned for a rally, and a sustained ceasefire between the U.S. and Iran could trigger repositioning and a broadening of the equity rally.
Equity Indexes
Long
Feb 13
$89.72
-5.8%
"J.P. Morgan strategists recommending 2-year Treasuries as a tactical trade... I actually agree." She also notes that "technicals that have been so strong [in credit] are starting to turn." With economic data softening and the "AI Scare" driving risk-off sentiment, the front end of the curve (2-Year) offers protection. Ivanova suggests the market is pricing in perfection for rate cuts, but the 2-year is the safer spot compared to the volatile long end or crowded corporate credit. LONG. A hot CPI print forces the Fed to hold rates higher for longer, damaging the short-end trade.
"J.P. Morgan strategists recommending 2-year Treasuries as a tactical trade... I actually agree." She also notes that "technicals that have been so strong [in credit] are starting to turn." With economic data softening and the "AI Scare" driving risk-off sentiment, the front end of the curve (2-Year) offers protection. Ivanova suggests the market is pricing in perfection for rate cuts, but the 2-year is the safer spot compared to the volatile long end or crowded corporate credit. LONG. A hot CPI print forces the Fed to hold rates higher for longer, damaging the short-end trade.
Bonds & Rates
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Alexandra Ivanova has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: TLT, EZU.
