Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Marketfield's Micheal Aronstein's May commentary starting on page 3.Seems bullish on developed economies and a bit concerned on emerging market's debt.
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http://www.nylinvestments.com/polos/MSMK02h-051327263.pdf