Global Allocation Fund October 2018

Global Allocation Fund October 2018 Commentary – We are watching the first innings of a much larger market disruption

Global Allocation Fund commentary for the month ended October 31, 2018.

Q3 hedge fund letters, conference, scoops etc

October has been a carnage specially for equity markets.

The starting point has been an acceleration in the ongoing process of higher government bond yields globally, affecting other assets through higher discount rates.

It . . .


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