ann: cba and barclays both reduced holdings, page-32

Actually if it was me running things (I wish) I would use the opportunity to go through the list of 700 shopping malls they picked up in the US and work out which of them are dogs - or at least not be appropriate for a highly leveraged position - and throw them out.

Reduce risk exposure and raise cash in one move - positioning yourself with a leaner meaner portfolio moving forward

Then with the ones left group them together into different funds with various risk reward profiles - low risk less return through to high risk and high return and market them that way.


but hey what do I know