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Global Tactical Asset Allocation - Fixed Income

Tyler Durden's picture
Submitted by Tyler Durden on 01/22/2010 09:21 -0500



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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First_Quarter_2010_GTAA_Fixed Income.pdf1 MB
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by Anonymous
on Fri, 01/22/2010 - 10:22
#202133

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...

by Biggvs
on Mon, 01/25/2010 - 11:48
#205335

Wholeheartedly agree with this report.

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