Skip to content

Harlyn Research LLP

Probability-based investment modelling for professional and institutional investors

  • Home
  • Research
  • Models
  • Contact
  • Log In
  • My Harlyn
  • Home
  • Research
  • Models
  • Contact
  • Log In
  • My Harlyn

Three Unrelated Ideas

Saturday, July 14th, 2018   Categories: Corporate Bonds, Global Equities, Healthcare, Sector Strategy

Japanese Equities, US High Yield and Healthcare

Our models suggest that investors have decided to use Japanese rather than Eurozone Equities, as a way of funding their increased exposure to US Equities. US High Yield may be about to lose its #1 position in fixed income. Healthcare is about to be upgraded to overweight in the US and Europe. It is largely unaffected by the threat of a trade-war.

Download Added to cart
Synopses can be downloaded by subscribers holding a Harlyn All Access Pass
Not a subscriber? PURCHASE ALL ACCESS PASS
Already hold an All Access Pass? LOG IN

Any investments or investment services mentioned in this web-site are only available to professional clients.

This web-site is issued in the United Kingdom by Harlyn Research LLP, “Harlyn”, (registered in England and Wales; number OC369433), an Appointed Representative of Stoneware Capital LLP (“Stoneware”), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (the “FCA”). The investment products and services of Stoneware and Harlyn are only available to professional clients and eligible counterparties. They are not available to retail (investment) clients. Past performance should not be seen as an indication of future performance.

Privacy Policy
Terms and Conditions
Website by Dovedale Design
Admin
© Harlyn Research LLP 2012-2023