12 Investment Ideas For 2021 From Our Listeners
Macro Hive Conversations With Bilal Hafeez - A podcast by Bilal Hafeez - Fridays
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Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from our listeners. They’re a smart bunch so well worth listening to. Here are the ideas discussed: Buying clean energy (Invesco Wilderhill Clean Energy ET [PBW]) – Rohan Yelvigi (NY) Buying Japan stocks (iShares MSCI Japan ETF [EWJ]) – Peter Repetto (NY) Buying healthcare and financial sector equity volatility – Stephen Howard (HK) Position for equity correction – Lorenzo Lorenzi (Milan) Low inflation (selling inflation breakevens) – Dominique Dwor-Frecaut (Los Angeles) Selling US 20y rates – SN Vaidya (London) Buying pound sterling (GBP/USD) – Eric Zijdenbos (London) Buying GBP/USD upside options – Arun Sundaram (London) Buying FX volatility – Karl Massey (London) Buying Swedish Krona (selling EUR/SEK) – Ken Dickson (Edinburgh) Buying Chilean equities (iShares MSCI Chile ETF [ECH]) – Alex Schober (NY) Buying Turkey (FX and equities) – Philipp Birkan (Vienna)