Close Menu

Addition of Pimco Trends Fund

Addition of Pimco Trends Fund

Much of our recent commentary has centred around valuations and the fact that markets are effectively priced to perfection in an environment that is anything but certain. Our recent trade updates and portfolio positioning has become progressively more cautious on this thematic as we have increased cash levels and/or added small short positions.

You may download the full article by clicking the button below.


Related Articles