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That said, Mr Bezalel is not blind to the world's economic problems. He suggests the US is the most likely source of further woe this year. It is ahead of the rest of the world in coming out of recession. He believes later in 2013 the Federal Reserve might cease its quantitative easing (QE) programme if the recovery takes hold. Being a strategic bond fund he can take short positions to benefit from falls in asset prices. Presently, a short position in US Treasuries accounts for 26 per cent of the portfolio. This has been a successful trade recently.

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