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As We Round Off Q1, Below Are Five 'Bigger Picture' Themes That Clients of Unum Capital Have Been Prepared For.
S&P 500 / US Equities At Risk of A Medium Term Retracement (05 December) | A real-time assessment of risk via price action model highlighted the risk of a retracement.
Buy Europe. It's Inexpensive (26 September) | One of the biggest surprises for global market participants has been the resurgence of European equities. Clients of Unum Capital have been prepared > https://www.unum.capital/post/european-equities-inexpensive-near-all-time-highs
Chinese Technology: Via Alibaba (& Naspers, Prosus and Tencent) | The share has rallied by over 100%. https://www.unum.capital/post/baba-100
U.S Dollar. At Risk of a Decline (03 January) https://www.unum.capital/post/dollar-unwind
U.S. Bonds. A Price Rally Expected i.e. Lower Bond Yields (08-January). https://www.unum.capital/post/yields-down

Lester Davids
Analyst: Unum Capital
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