Hi Paul, very US centric and for good reason. Vix is lower than I expected. Short bonds a little further? That’s a guess. Cash in on the stock market rebound to post positive half year returns and sit on cash to be deployed adequately (time for stock picking and inflation bond). A lot of work ahead. Cheers!
Hi Paul, very US centric and for good reason. Vix is lower than I expected. Short bonds a little further? That’s a guess. Cash in on the stock market rebound to post positive half year returns and sit on cash to be deployed adequately (time for stock picking and inflation bond). A lot of work ahead. Cheers!