Calls
3
Marianne Zangerl
Global Head of Multi-Asset & Alternative Investment Solutions, Aberdeen
Win Rate
33.3%
return
+0.6%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 03
$76.65
-0.3%
With commodities softening and industrial metals prices coming down, current levels offer an attractive entry point. Long-term structural demand for metals such as copper will persist, driven by AI and rising electricity consumption, making it a good time to buy metals.
Commodities
Long
Jul 03
$89.35
-0.9%
Rotation out of US equities and into European equities is expected to continue, driven by stretched US positioning and attractive European valuations. Despite geopolitical uncertainty, this is seen as a good time to invest in European stocks.
Equity Indexes
Long
Jul 03
$180.59
+3.0%
Despite short-term rotation out of tech stocks, the medium-term growth story for US technology stocks remains solid and well-supported, making them attractive over a longer horizon.
Thematic ETFs
Showing 3 of 3 picks · sorted by mentions
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Marianne Zangerl has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: COPPER, XLK, VGK.
