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How to play the great bond-equity correlation unwind
by Danielle Levy on Aug 29, 2013 at 13:53
He is more positive on sterling, describing the currency as undervalued, while supported by GDP growth and a stable inflationary outlook.
Ricciardi expects US growth to remain robust through to November, but views US equity valuations as overstretched and expects a medium-term sell-off.
Over the year to the end of July, the Kestrel Global fund is up 9.5% and 15.1% over the past 12 months. Since launch it has posted a 13.7% return against the Bloomberg Global Asset Allocation index’s 7% rise.
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On the road
by Danielle Levy on Dec 04, 2013 at 11:37