| 11.03.2008 Other Voices: Putting some hard numbers on bank credit spreads |
| From Nigel Blanshard, CIO Culross Global Management Ltd: In the last two months we have witnessed a severe deterioration in credit markets. Most of you will be aware from our monthly reports, theme titles and weightings, and recent conversations that credit spread widening has been a central plank of our investment view and portfolio positioning has taken suitable advantage. But, I note that our |
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