Julian Coca
@jcocasimon
Working in Asset management as co-manager of Alinea Global Fund. Equity specialist
ID: 203515251
http://www.equityeuropa.com 16-10-2010 13:10:44
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RT Five Minute Macro: We used to buy bonds primarily for their yield, then we were buying them for capital appreciation, and now we’re buying them for their convexity. When you see rationales for an asset start shifting like this, that’s the time to be unusually cautious.