bullish

A Tactical Tilt at Interest Rate Sensitives

111 Views30 May 2018 03:52
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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Shane Lee
Macro and Australian equity strategist
Macro Strategy Advisors
AustraliaMulti-AssetThematic (Sector/Industry)Macroeconomics
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