Report
TYC Best-trade Portfolio
Please find attached the Best-trade Portfolio Report.China's decision to stabilize its currency caused a complex market
environment in September. Apparently, balance-of-payments pressures
contributed to a rise in global yields, which was additionally boosted by a
hawkish Fed focused on labor-market tightness.
The resulting acute cyclical risk is the reason for a continued defensive
positioning of the portfolio.
Provider
ThirdYear Capital
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/
Martin Rossner
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