DoubleLine Fund Manager Plays Defense In Emerging Markets

Kenster1_GlobalValue

(*** The link doesn't come across correctly - you'll have to copy'n paste the whole thing into your web browser ***)

http://custom.fmg.dowjones.com/custom/tdameritrade-com/html-story.asp?guid={ea412e76-ce93-4a56-80cf-feeae6711111}

Last update: 6/6/2012 1:50:56 PM

--Emerging-market fund manager takes defensive approach

--Current environment not time to add risk exposure, she says

--Fund manager prefers investment-grade, dollar-denominated debt, especially in Asia and corporate sectors

Investor

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The link to article

AndyJ

The next Luz P. web cast on the DoubleLine web site is next Tuesday, and I'll be more interested to hear it now, seeing this piece on changes in the portfolio. The "especially in Asia" thing would be a pretty big departure, if it's not being exaggerated in the article, as she's said in the recent past that she didn't see much value in Asian debt. Otherwise, the dollar denomination and corporate emphasis isn't anything new.