Three Unrelated Ideas

Wednesday, February 1st, 2017   Categories: , , ,

Energy, Spain and Small Caps

Nothing has happened to move the dial on any of our major themes; so this a time for housekeeping and some small ideas. The three we have chosen are: reducing exposure to the Energy sector, using Spanish government bonds as the safe-haven against election shocks in Europe, and increasing exposure to UK and Eurozone Small Caps.

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