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
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 142
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December 2016/January 2017 Magazine
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