bullish

A Tactical Tilt at Interest Rate Sensitives

105 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...
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 10-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Shane Lee
Macro and Australian equity strategist
Macro Strategy Advisors
AustraliaMulti-AssetThematic (Sector/Industry)Macroeconomics
x