Bluebay’s Dowding Says It Is Time to Sell EU ‘Periphery’ Bonds – Bloomberg 10-30-12

Salient to Investors:

Mark Dowding at BlueBay Asset Mgmt said investors should sell government bonds from the euro-region’s periphery, including Spain and Italy, because of a complacency on the part of policy makers, complacency in Spain, and no progress in sight. Dowding sees rising political risk in Italy.

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