Disclaimer
The views expressed are those of the portfolio manager as of March 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Sources for all data: JOHCM/Bloomberg (unless otherwise stated).
Strategies for the next market and on being greedy when others are fearful
Beware of the liquidity illusion in the quest for higher yields.
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