Report
TYC Best-trade Portfolio
Please find attached the Best-trade Portfolio Report.As a result of increased signal strength, the portfolio makes the following
changes:
(1) Duration hedging of existing position in US TIPS,
(2) Long position in IBEX 35,
(3) Short position in German 2Y bonds,
(4) Long position in MXN/USD.
The fundamental reasons are strong growth momentum in combination with
increased tightening pressure in the US and Eurozone as well as reduced
upside risk to inflation in Mexico.
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/
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