Safe, Deep Water
Wednesday, July 6th, 2016 Categories: Elections, Emerging Markets, Geo-Political Risk, US Treasuries
We recommend US fixed income and EM equities
Don’t waste time worrying about all the things which could go wrong after Brexit. It’s better to focus on areas where there is potential for positive returns. We maintain our exposure to a broad spread of US fixed income and are adding to Emerging Markets in equity and fixed income. Find the safe, deep water; stay away from the rocks.