Commentaries

January 2021 - Growing USD Bonds Attractiveness for Foreign Investors - Tactical Fund Manager's Comments

8 February 2021

Clement Perrette, Gilles Pradère

Thanks to USD low short-term rates and a steeper yield curve, USD bonds are now offering a premium over JPY and EUR markets. Even if the BoJ and the ECB powerful QE reduces volatility, the potential for duration gain is also limited.

Source: Bloomberg, RAM AI, as of 31.01.2021

 

 

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