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The Compound and Friends

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The Importance of Perception in Long Duration Positioning

Long duration positioning is more widely held now than at any point in the last five to 10 years, according to a Goldman Sachs client survey. The reason why that happens is because insurance companies have the chance to lock in their trades,. If you're in a short time 4% right now, lock it in forever. Everything on everything in this table is reliant upon the US being a triple A credit in practice. We have military protection for two thirds of the countries on this table; if we're not triple A, then none of them can really be triple A.

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