The View from 5th Avenue

The View from 5th Avenue – 5 December 2023

It’s that time of year again. December is here before we knew it and the calendar is filling up to the point a dry January seems like a reasonable idea. But much like wanting to train for the NYC marathon after watching from the sidelines, that’s usually a passing fancy. The number of events into year-end can leave one’s head spinning though, but that’s not the only thing that’s seeing a bit of rotation. The peak-yield narrative has seen greenshoots sprout from other areas of the equity univers…

The content on this site is available to all Redburn clients as part of Redburn Execution’s standard service. It is not considered substantive research and there are no commercial implications to viewing these pages.

Please enter your email address below to view this page. If you are still unable to access the page, please speak to your account manager.