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Nov 04 2009

Lemmings Atop The Fixed Income Cliff....And How This Could Play Out Well For Equities

  • Nov 4, 2009

Get out in front of the lemmings. We expect to ultimately see bond funds reverse now that performance has been lagging the stock market. But where will the money go? Our best guess is that it flows to Emerging Country Equities….once again chasing strong performance.

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