Blog Archives



14 Feb 2016

Riding the camel 14/02/16
Tom Elliott

Current racing conditions: extremely soft. Q1 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income. Within equities overweight euro zone and Japan, underweight US, UK and emerging markets. Within fixed income, a preference for core government bonds over credit, no duration bias. Read more

28 Feb 2016

Riding the Camel 28/02/16
Tom Elliott

Current racing conditions: firmer. Q1 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income. Within equities overweight euro zone and Japan, underweight US, UK and emerging markets. Within fixed income, a preference for core government bonds over credit, no duration bias. Read more

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