Global Return Asset Management: To weather a recession, look past yield curves

Global Return Asset Management letter to investors for the month of October 20019. Q2 hedge fund letters, conference, scoops etc Dear Friends and Partners, With total certainty, we know that in the future the sun will rise and a recession will occur. Seeing no reason to discuss the sun rising, let’s talk about the potential for a recession! Much like boarding up the windows of your beachfront home because there’s a storm on the horizon, we’re strategically positioning our portfolio to minimize risk and optimize returns. And we’ve created this multi-part report to provide you information on: Where we’re seeing…