Post on 28-May-2015
description
CABOT’S 21ST ANNUAL INVESTMENT
CONFERENCE & LUNCHEON
Friday, September 24, 2010
CABOT’S YEAR IN REVIEW
Presented by: Les Satlow, CFA, Portfolio Manager
Fat Finger?
The 10-Year Treasury has
dropped from almost
4.0% to 2.5% in five
months.
In “normal” times (i.e. 2006), equity
inflows would be much stronger.
Fu
nd
Flo
ws
in $
mln
Dividends = 10-Year Treasury Yield