Attractive assets are just too expensive, particularly in fixed income. Equities, meanwhile, require growing earnings if they are to continue to rally. Ewen Cameron Watt, chief investment strategist with BlackRock Investment Institute, discusses with the FT’s John Authers where opportunities may lie in a difficult environment.
Attractive Assets Are Just Too Expensive
Blue Mountain Credit Fund still in the red YTD; here are their biggest holdings
Blue Mountain Credit Alternatives Fund was up 0.36% for November, although the fund remains well into the red for the year. For the first 11 months, the fund was down 24.85% gross. Q3 2020 hedge fund letters, conferences and more Blue Mountain's fundamental credit strategy was up 0.63% for November, including a 1.09% gain for Read More