Strategy Report
ECB Buying Corporate Debt: The Birth Of A New Bond Manager
Absolute valuations on Euro Area corporates are not cheap, but there are relative value opportunities to take advantage of the ECB becoming a major buyer of corporates. Favor Euro Area High-Yield over Euro Area Investment Grade, and favor Euro Area corporates over U.S. corporates.
BCA Research | Global Fixed Income Strategy
Our premier service on the direction of interest rates and overall debt market dynamics.
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