This is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research.
A weekly round-up of the latest Longview ideas, recommendations, trades, and research. Topics covered vary from week to week, highlighting key themes and publications. Previous topics have included our current thoughts on asset allocation, to the likely path of US - Chinese trade negotiations, to laying out the conditions for asset bubbles (and when they burst), among others.
Report frequency: Weekly (published most Fridays except UK Public Holidays)