MD

Mark Dowding 5.0 1 idea

Head of Developed Markets, GAM
Loading…
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Total Picks
1
1 long
Avg Return
equal-weighted
Best Performer
Worst Performer
Winrate 30d
Theme:
Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 TIP iShares TIPS Bond ETF LONG HIGH $111.80 Macro Supply shock from Hormuz closure will keep inflation elevated for at least six m… Apr 27 YOUTUBE
Positions
TickerDirEntryP&LDate
TIP LONG $111.80 Apr 27
Buy inflation-linked bonds for protection.
Supply shock from Hormuz closure will keep inflation elevated for at least six months, making inflation-linked bonds the best place to hide as nominal bonds and equities face headwinds.
TIP HIGH Bloomberg Markets Apr 27, 09:42
Head of Developed Markets, GAM
Mark Dowding (Head of Developed Markets, GAM) | 1 trade ideas tracked | VGK, TIP, UKGILT | YouTube | Buzzberg