The Case For Downgrading JGBs
Published on
Most scenarios point towards higher Japanese bond yields with valuations overstretched. Maintain a maximum underweight stance on Japan in global hedged bond portfolios.
BCA Research | FICC
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.