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  • 3y
    fxtime fxtime
    Sadly I agree with the trade but you have to close your eyes and do the trade as the price and yield is crippling to believe but...
  • Article / 14 October 2015 at 13:00 GMT

    Earnings Season: Slowing China and US biotech bears

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Season: Slowing China and US biotech bears
    The Q3 earnings season has got off to an uninspiring start but that doesn't mean there's not value out there. Chief among these prospective climbers are emerging markets and China whose long-term prospects remain good despite their current travails. The US biotechnology sector is another hot tip – a political and media campaign to impose drug price caps is unlikely to succeed.
    Read the article
  • Article / 31 August 2015 at 13:30 GMT

    What's driving US bond futures?

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    What's driving US bond futures?
    The Western bond futures markets have been nothing short of amazing for futures traders for the past few decades. We have seem some absolutely spectacular trends and this one sector has by far been the largest contributor to the success of the trend following industry. This year however, these markets have not behaved very well. To understand this sector you need to start by understanding it's past.
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    4y
    Rodrigues Rodrigues
    Hi Andreas. In terms of trend following do you think we are in a new dowtrend in US Stock Markets or to soon to tell? Thanks in...
    4y
    Andreas Clenow Andreas Clenow
    Most likely we're in a long term sideways phase, with a very wide range. This could mean sudden moves up and down of 10% or so, and...
    4y
    Rodrigues Rodrigues
    Many thanks for your insight
  • Trade view / 11 May 2015 at 11:42 GMT
    Short term

    Taiwan down but not out

    Chief Investment Officer / ACIES Asset Management
    Switzerland
    While other Asian markets have been very strong at times, the Taiwanese market has been a staple bull for a very long time. The odds are that this ongoing dip, like the previous ones, will turn out to be a very interesting buying opportunity.
    Read the Trade View