Confermano più o meno quanto sosteneva Research Affiliates (vedi mio post dell'8 febbraio 2017) , anche il mio recente cambio di pesi nel portafoglio TMIO
https://www.advisorperspectives.com/commentaries/2017/08/25/asset-allocation-views-preparing-for-pivot-points
Post
Mines, Logistics and Deep Uncertainty Threaten a Middle East Oil Rebound
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More oil is getting out of the Persian Gulf, but the region’s producers are
looking for signs that it is safe as they ramp up plans for alternative
routes.
12 ore fa
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