Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

Finimize

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Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Markets feel frothy right now – sentiment’s euphoric, valuations are near the ceiling – but trying to call the exact top is usually a losing game. </li>
<li>It may be tempting to short the market, but the smarter move is to use efficient, asymmetric hedges: trades that don’t cost but pay out big when things crack.</li>
<li>Right now, these hedges’ prospects are unusually attractive: risks are stacked high, but insurance – volatility – is still relatively cheap</li>
</ul>


Markets feel frothy right now – sentiment’s euphoric, valuations are near the ceiling – but trying to call the exact top is usually a losing game. 
It may be tempting to short the market, but the smarter move is to use efficient, asymmetric hedges: trades that don’t cost but pay out big when things crack.
Right now, these hedges’ prospects are unusually attractive: risks are stacked high, but insurance – volatility – is still relatively cheap


How To Bet Against The Bubble… Without Going Bust