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First Principles Quarterly - Spring 2014


Compass with rope coil

We are pleased to share the Spring 2014 edition of First Principles Quarterly.

First Principles Quarterly (“FPQ”) captures our portfolio management team’s insights across the global fixed income markets.

For the Spring, we cover topics such as the “Einstellung Effect” and positive developments in Emerging Markets Debt.

We invite your feedback and comments. Feel free to reflect questions and comments to our various portfolio managers or your contact at FPCM.

View the First Principles Quarterly – Summer 2014 (pdf)