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Arcus picks global fixed interest as FDR winner
Tuesday 25th of September 2007
Whether the government intended this or otherwise, the changes mean "it is difficult to justify a benchmark allocation to domestic bonds without imposing a minimum allocation," says Arcus chief investment officer, Peter Verhaart.
In theory, a fully hedged global bond portfolio should deliver the same return as a domestic bond portfolio, he says, but this does not happen in practice - and th...
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