Told You So…..

Ok I have been talking about an asset allocation  shift away from bonds and into equities for a while now as you can note from my previous posts…Clearly as you will see from my next post where I will update my analysis on US mutual funds inflows there is still a massive inventory remaining to clear and there is more of this to come still…..Now this is no joke for bond managers  as highlighted by this link from Bloomberg ( )….Bill Gross has no longer the biggest bond funds…. maybe there is a good trade to make in equities… buy asset managers who have a focus on equities and sell  short the one who are predominantly bond managers….must be worth something across the next few years surely…..