Swimming nakedjorgeassuncao, 17.09.2009 “The ones that were swimming naked will be seen to have been swimming naked,” said Alex Allen, chief investment officer at London-based Eddington Capital Management Ltd., a fund of hedge funds, which manages about $155 million. He’s shunning the bonds of countries such as Spain, Greece and Portugal, partly because they will “have worse GDP figures and their spreads will widen back out.”
