Strategy - Opportunity in Russia
​The strategy identifies a cyclical opportunity in Russia. In addition to an improved balance of payments, our real-time measures point to lower inflation. This scenario increases the scope for monetary easing, which is generally beneficial for asset prices.
Long Russian IR was already among the best performing trades in 2015 and remains an opportunity.Â
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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