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