Daily Archive: January 8, 2010

Jan 08

Current thoughts on some investing risks and themes

We have seen numerous investment trends come and sometimes go over the last X number of years whether it be technology, commerical property, Buffettology, CDOs, high yield, hedge funds, mortgage funds, etc, but at the end of the day a┬ábalance of the key investment risks wins through….i.e. the risks relating to equity, liquidity, interest rates, …

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