Calls
2
Ludovic Subran
Allianz CIO & Chief Economist
Win Rate
50.0%
return
+2.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$371.54
+6.5%
Traditional stock-bond correlations have broken down due to inflation uncertainty and a lack of synchronised central bank rate cuts, leaving standard portfolios undiversified. Subran recommends replacing bond exposure with gold, infrastructure debt, and corporate credit as better diversifiers in the current environment.
Commodities
Long
Aug 03
$106.25
-1.7%
Traditional stock-bond correlations have broken down due to inflation uncertainty and a lack of synchronised central bank rate cuts, leaving standard portfolios undiversified. Subran recommends replacing bond exposure with gold, infrastructure debt, and corporate credit as better diversifiers in the current environment.
Bonds & Rates
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Ludovic Subran has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: GOLD, LQD, UK 10-YEAR GOVERNMENT BONDS.
