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>US election years have a rhythm: weaker gains and higher volatility before the vote, then stronger performance once the dust settles. </li>
<li>Stocks tend to struggle in the 12 months leading up to the midterms, then recover once political uncertainty fades.</li>
<li>Trying to trade election outcomes often hurts returns more than it helps.</li>
</ul>


US election years have a rhythm: weaker gains and higher volatility before the vote, then stronger performance once the dust settles. 
Stocks tend to struggle in the 12 months leading up to the midterms, then recover once political uncertainty fades.
Trying to trade election outcomes often hurts returns more than it helps.


You Might Not Be Thinking About The Midterms Yet. Your Portfolio Should Be.