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Month: October 2016

Home 2016 October

Obsidian third quarter commentary – 2016

October 10, 20162016, Bonds, Commentary, Domestic, Equity, Government, Inflation, Quarterly, South Africa, US dollarobd

We have carried a considerable contrarian bet through the third quarter of 2016. That is, a strong bias toward local assets versus those offshore, and an aversion toward cash in favour of higher yielding competing asset classes. This positioning is…

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