Christian Jost

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From Fund Selection 01 May 2006

By PWM Editor

“In light of rising yields, we favour off-benchmark bond investments, such as total return-orientated bond funds. We still believe that equity markets offer attractive opportunities, given the ongoing improvement in corporate earnings. European equities should profit from the economic recovery. We are cautious about US equities, but overweight Japan and the emerging markets, especially Asia. We have added a European Reits fund as well as two hedge funds in order to increase diversification.”

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Christian Jost

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