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  • Writer's pictureEdward Ballsdon

Update on investment themes

Note with comments and charts that provides updates to current open investment themes:

  1. US - Outright duration

  2. Japan - Yen view

  3. France - Valuation of OATs

  4. Sweden - Curve trends

  5. UK - Curve and cross market spread

  6. USD v EUR - fixed income spreads

  7. AUD v CAD - fixed income spread

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