A/H Premium Tracker (To 12 Apr 2024):  Liquid AH Premia Still Very Wide, The Right Spreads Behaving

399 Views14 Apr 2024 20:48
"The right trades" bounced back dramatically from the week before the "quiet week" to now. The delta-neutral Quiddity Portfolio gained 2+%.  AH premia are still quite high. They should come back in.
What is covered in the Full Insight:
  • A/H Premium Tracker
  • SOUTHBOUND Commentary
  • NORTHBOUND Commentary
  • China's market and political scenarios
  • Quiddity Portfolio Recommendation
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
(Paid Plans Only)