BlueMountain hunts for mispricings in rates markets
As QE rolls off, Colin Teichholtz sees rich pickings for relative-value fixed-income strategies
Becalmed after a jagged first quarter, markets will soon be facing a clutch of forces: the uncoiling of billions of dollars in quantitative easing, a mother lode of Treasury issuance, interest rates crackling higher and the ricochet of trade disputes – all of which could reverberate in other parts of the world.
Some see thick cloud cover. Colin Teichholtz sees little but silver linings.
He is intrigued by the prospect of volatility and the off-kilter prices that follow in its wake; he is
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