EFTA Document EFTA01452353
know the market a bit, trying to fine tune for u. Focus on LSD EM bonds, trying to see if any really stand out. Also looking at a couple of interesting fund trades for u (being long a long/short equity fund w/an embedded put option -> this year is a year of stock selection and portable alpha) On another note, we need to look at Japan closer. I like real assets there, as inflation is showing some signs of picking up and despite REITS rallying 60%+, physical real estate is cheap and easy to
Summary
know the market a bit, trying to fine tune for u. Focus on LSD EM bonds, trying to see if any really stand out. Also looking at a couple of interesting fund trades for u (being long a long/short equity fund w/an embedded put option -> this year is a year of stock selection and portable alpha) On another note, we need to look at Japan closer. I like real assets there, as inflation is showing some signs of picking up and despite REITS rallying 60%+, physical real estate is cheap and easy to
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Thanks Caroline. Am glad it went well. Kudos to paul for bringing over the
DOJ EFTA Data Set 10 document EFTA01345023
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