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How has JPM's AA-rated Baker beaten Europe by 10%?
by Eleanor Lawrie on Jul 03, 2014 at 10:37
Another advantage of the fund’s unconstrained style is that can avoid the companies he doesn’t like.
He has steered clear of some of the troubled eurozone banks, such as Credit Suisse and UBS, whose earnings have been held back by a decline in trading activity, and also BNP Paribas. This is facing concerns it could be hit by a $10 billion fine and be banned from operating in the US after potentially defying trading sanctions.
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on Jul 31, 2014 at 10:36