update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like Buy Credit suisse below 16.2 and add in SC European longs July 31, 2018 Take profit on 1288HK to reduce our EM allocation September 26, 2018 Buy STM FP August 31, 2018
