Juan Ramón Caridad  

JuanraCaridad (186th) 

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16:53 on January 16 2013

Director del Master de Finanzas e Inversiones Alternativas FIA

Quick view about fixed income markets by one of best performer manager. Tom Oshea

Things have broadly played out how I was positioned over the past month or so…so my bias was towards risky fx, selective duration shorts, curve steepeners and receiving European rates vs other markets (such as Korea, Cad and USD)…from here things get a little trickier - risk assets are on their highs, curves are steeper and Europe has outperformed and bonds have sold off a little…I think these trends continue but there may be a bit of consolidation/correction first. The jpy rate market has woken up and is generating lots of interesting relative value opportunities for the fund.

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