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Global macro star reveals crisis survival strategy

Credit and commodities bubbles in Brazil have opened up a host of investment opportunities, according to Citywire AAA-rated Lucio Soso

In this video, the Bellevue Asset Management fund manager talks about his Brazilian debt picks in his Bellevue F (Lux) BB Global Macro fund and why one should wait until the crisis develops. 

Also in this video, Soso explains how he is navigating low-yielding fixed income and why he is short the Chinese yuan.

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