Excel Sheet
Rows
Group
Positioning
Row
Portfolio Duration
Initiation Date
25 Jul 2024
Latest Research Id
218401
Investment Stance
At Benchmark
Return
-
Group
Treasuries vs Spread Product
Row
Treasuries
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Underweight
Return
-
Total Return
-1.54%
Group
Treasuries vs Spread Product
Row
Spread Product
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Overweight
Return
0.01%
Total Return
-1.58%
Group
Spread Product
Row
Corporates (IG)
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Overweight
Return
0.24%
Total Return
-1.57%
Group
Spread Product
Row
High-Yield
Initiation Date
04 Feb 2026
Latest Research Id
209846
Strategic View
Neutral
Return
0.33%
Total Return
0.10%
Group
Spread Product
Row
MBS
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Neutral
Return
-0.49%
Total Return
-1.93%
Group
Spread Product
Row
USD EM IG Sovereigns
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Overweight
Return
-0.08%
Total Return
-2.09%
Group
Spread Product
Row
USD EM IG Coprorates & Quasi-Sovereigns
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Overweight
Return
0.40%
Total Return
0.40%
Group
Spread Product
Row
Municipals**
Initiation Date
30 Oct 2024
Latest Research Id
136911
Strategic View
Overweight
Return
0.44%
Total Return
-0.99%
Group
Spread Product
Row
ABS
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Neutral
Return
0.15%
Total Return
-0.39%
Group
Spread Product
Row
Non-Agency CMBS
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Overweight
Return
0.23%
Total Return
-0.66%
Group
Spread Product
Row
Agency CMBS
Initiation Date
22 Apr 2026
Latest Research Id
216256
Strategic View
Neutral
Return
0.00%
Total Return
-1.13%
Group
Inflated Link Bonds
Row
Nominal
Initiation Date
03 Mar 2026
Latest Research Id
211941
Strategic View
Underweight
Return
-
Total Return
-2.53%
Group
Inflated Link Bonds
Row
TIPS
Initiation Date
03 Mar 2026
Latest Research Id
211941
Strategic View
Overweight
Return
1.79%
Total Return
-0.79%