by FinexLLP | Mar 29, 2018 | Insights, LeFontiTV
Investing Italy 2018 March 2018 Andrew Gebhardt of Finex LLP interviewed at the end of the Investing Conference in Italy on Friday 23rd March 2018 (in Italian). Covers a few thoughts on the conference itself and the extends to commenting on the problems brewing in...
by FinexLLP | Oct 24, 2017 | LeFontiTV
Today we look at an interesting evolution in the market positioning of both Italian BTPs (10yr bond futures) and the FIB (Italian MIB future). The BTP already is in its ascending phase and targets are established, whilst the FIB, if it manages to come lower will...
by FinexLLP | Jul 18, 2017 | LeFontiTV
On Thursday 6th ofJuly, Andrew Gebhardt reviews the contrarian bearish call from yesterday lunch after the market moves substantially lower, here the idea is not to cover the short Bunds but to go long US 10yr Treasuries instead. Later develops on the SRI and ESG...
by FinexLLP | Jul 18, 2017 | LeFontiTV
On the 5th ofJuly Andrew talks about new setup forming in Bund Futures, against consensus a bearish trade is seen to be beneficial (higher yields). Later covers Sustainable Investments, Greenwash, and introduces the process of Exclusionary Lists. Interview in...
by FinexLLP | Apr 10, 2017 | Odyssey
FAITH, MONEY, AND DUTY: The Purity of Exclusionary Lists As we leaf through the GSIA (Global Sustainable Investment Alliance) report we are staggered by the numbers, sure demand is exceptional but the first question you have to ask yourself how can all of this money...
