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Article: FUND MANAGER'S DIARY: 5-11 October 2009.
- Article from:
- Fund Strategy
- Article date:
- November 2, 2009
CopyrightCOPYRIGHT 2009 Centaur Communications Limited. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Monday I like to make the most of Mondays. I am not sure if this is to set the bar high for the days ahead, or simply to ensure that at least some work is done for the week. I check if my portfolios are aligned with our strategies, look for any significant shifts in the market's views and identify any noteworthy credits (the good and the bad).
Today I find out several equity analysts are recommending the telecom sector. I check to see if this might similarly be a good case for credit, or is it perhaps the result of M&A [mergers and acquisitions] activity driving up equity valuations?
Tuesday Judgment day. I receive the monthly/quarterly ...