Minerva Investment Management Society

Investment Outlook

Trade Ideas - May 2025

· Investment Research

Open the PDF Download

Summary

Our latest report from the Investment Research division features three distinct trade ideas, each contributed by a different team. Spanning from a fixed income spread trade to a traditional equity pitch, these ideas reflect a broad perspective on today’s complex and often challenging economic and financial landscape. Together, they aim to provide our readers with valuable insights and clear focal points to navigate the months ahead with greater confidence and clarity.

The first trade idea is a spread trade from the fixed income team, which gives insights into the technicalities of the interplay of sovereign bonds with a concrete example using the Italian BTP and German Bund. The second trade is a traditional long position on a Nordic mining company set to gain from the current political climate and the recovery in the infamously cyclical mining sector. Our last trade is a simple but effective FOREX trade with the Euro and the Dollar, which capitalizes on the diverging monetary policies of the Fed and the ECB.

Authors

Details

Published
20 May 2025
Division
Investment Research
Type
Investment Outlook
Pages
9
Authors
14

Cite this report

Minerva Investment Management Society (2025). Trade Ideas - May 2025. Investment Research. https://minervaims.org/archive/trade-ideas-may-2025

Related reports