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

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>This neat and tidy method can deliver crisis protection and smoother returns to your portfolio, using just four ETFs and a once-a-month adjustment</li>
<li>When markets are choppy, it’s natural to reach for forecasts, hot takes, and the thing everyone’s talking about. </li>
<li>But sometimes the smartest move is also the simplest: following the trend. Here’s a neat and tidy way to keep your portfolio in line with where the prices are heading.</li>
</ul>


This neat and tidy method can deliver crisis protection and smoother returns to your portfolio, using just four ETFs and a once-a-month adjustment
When markets are choppy, it’s natural to reach for forecasts, hot takes, and the thing everyone’s talking about. 
But sometimes the smartest move is also the simplest: following the trend. Here’s a neat and tidy way to keep your portfolio in line with where the prices are heading.


The Stupidly Simple Trend-Following Strategy That Actually Works