Tag Archives: Paulo Pereira

Paulo Pereira: Global market Musings: Volatility And The “Backstop”

Ultimately what I’m saying here boils down to this: unceasing market intervention has crushed the forward-looking expected returns for pretty much every asset class out there: rates, credit, HY, equities, equity with overlay/protection strategies (calls too cheap), long/short, macro, relative … Continue reading

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