Russell Clark,
Portfolio Manager
August 2019 Thinking of Government Bonds as Long Term Currency Futures

"Bond yields can also reflect views on currencies. Is 1.6% on a 10-year US treasury enough compensation for likely weakness in the currency?"

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Market Views

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> Thinking of Government Bonds as Long Term Currency Futures Russell Clark August 2019
> Copy Print Decline Shannon McConaghy July 2019
> Peak Drilling in the Permian Russell Clark July 2019
> Lessons From Japan 2019 Russell Clark July 2019
> Stock Markets and Dividend Futures Russell Clark June 2019
> Cryptocurrency Update Russell Clark June 2019
> Are Macro Markets Saying That Implied Volatility is Too Low? Russell Clark May 2019
> Japan market view summary - April 2019 Shannon McConaghy May 2019
> A Potted History of Korean Finance Russell Clark February 2019
> The Difference Between 2015-16 and Now Russell Clark February 2019
> Semiconductors, KOSPI Index and Suppressed Volatility Russell Clark February 2019
> Japan Falling Through US 10s30s Spreads Shannon McConaghy February 2019
> Autocallables, Eurostoxx 50 and Suppressed Volatility Russell Clark January 2019