New Yen Position by JGAM


Jyske Global Asset Management just sent this note about a new yen position.

December 8, 2011, JGAM’s Investment Committee held its ordinary monthly meeting. We decided to take a small Japanese yen (JPY) position in all managed asset allocation portfolios. This position shall be seen as part of our strategy to include more elements of “all weather investments” in our portfolios.

I agree with JGAM’s approach on spreading the portfolio globally for safety.  See why at Multi Currency Update

See how to get multi currency updates quickly when you follow my tweets.

Gary


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