Description
Focus onTreasury and sovereign overweight has worked well year-to-date. We took profits
in March after the financial fears after the rally/drop in Treasury yields and went to neutral US government bonds. Since then, yields are normalising and rising again. Income opportunities are still attractive and focus on IG credits. We remain overweight investment grade
credits.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Description
Focus onTreasury and sovereign overweight has worked well year-to-date. We took profits
in March after the financial fears after the rally/drop in Treasury yields and went to neutral US government bonds. Since then, yields are normalising and rising again. Income opportunities are still attractive and focus on IG credits. We remain overweight investment grade
credits.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Description
Focus onTreasury and sovereign overweight has worked well year-to-date. We took profits
in March after the financial fears after the rally/drop in Treasury yields and went to neutral US government bonds. Since then, yields are normalising and rising again. Income opportunities are still attractive and focus on IG credits. We remain overweight investment grade
credits.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Description
Focus onTreasury and sovereign overweight has worked well year-to-date. We took profits
in March after the financial fears after the rally/drop in Treasury yields and went to neutral US government bonds. Since then, yields are normalising and rising again. Income opportunities are still attractive and focus on IG credits. We remain overweight investment grade
credits.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Share
Embed
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