Aladdin Capital Research Monitor® Vol. XI, No. 5 - July 22, 2010

Global Markets - Headwinds and Opportunities: Global credit markets are an ongoing adventure for investors. Unlike 2009 when investors could embrace the risk trade and benefit from a lengthy period of spread tightening, 2010 is marked by volatility. Considering the uncertain feel to global economics through 2011, we would argue that volatility will remain the dominant factor. The dynamic is simple – without a clear direction on the economic picture, investors will remain cautious where they put their money. Furthermore, the slower growth mode in the U.S. and Europe is not good for equities or commodities as it is going to leave markets range bound.

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Past Issues:

•  Aladdin Capital Research Monitor® Vol. XI, No. 4 - May 20, 2010 

•  Aladdin Capital Research Monitor® Vol. XI, No. 3 - April 28, 2010 

•  Aladdin Capital Research Monitor® Vol. XI, No. 2 - April 7, 2010   

•  Aladdin Capital Research Monitor® Vol. XI, No. 1 - February 17, 2010