Sovereign debt may trigger CTA opportunity, says PJM

2009 proved to be the first down year for the system developed by Peter Matthews of PJM Capital, but the asset class could do well this year.


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How will you alter your portfolio after the US election result?





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Underweight US
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine