Sell Treasuries, Buy Corporates

October 12th, 2011
By David Goldman
In a new Macrostrategy report, we recommend selling Treasuries and buying lower-rated corporates.

The above extract from David Goldman is quite interesting. With a little twist, it can be turned into a strategy for SWFs. Sell core assets and buy fire sales assets. This means that one should sell all core assets, land, landed properties, and blue chip