Portfolio - Going long commodities
The best-trade portfolio generated positive performance in March, driven by long interest rates and equities in Brazil.
The very strong Q1 performance was caused by the high-conviction trade long JPY against CNY and other Asian currencies.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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