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Global Tactical Asset Allocation - Fixed Income

Tyler Durden's picture
Submitted by Tyler Durden on 01/22/2010 10:21 -0400



 

Yet more tactical allocation thoughts from Damien Cleusix, this time on the topic of Fixed Income.

 

 

Full pdf can be downloaded here

 
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Fri, 01/22/2010 - 11:22 | 202133 Anonymous
Anonymous's picture

Refinancing risk... a continuation of the graphs from the macro presentation.

Corp and emerging markets spreads not at historic lows but absolute yields are... investor not paid to take the risk...

Mon, 01/25/2010 - 12:48 | 205335 Biggvs
Biggvs's picture

Wholeheartedly agree with this report.

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