Is There a Risk in Investing in Bonds?

Trenfoling is an acid class that has different return patterns depending on what regime you're in. It's not goingo stack flation, for example - don't expect your equity portfolio to do great the next whatever period of time. commodities a long only portfolio er investment, i think, i don't think it's a great one because you can have some periods with strong returns, and very long periods with quite negative returns. But trenfalling where we've both proven this year so far, where we are making money from equities and commodities,. I think that's a much better bet than trend following.

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