GFIS Model Bond Portfolio Q3/2023 Review & Q4 Outlook: How To Win During "Higher For Longer"
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In this report, we present the quarterly review of the Global Fixed Income Strategy Model Bond Portfolio. The portfolio remains positioned for slower global growth momentum over the next 6-12 months, favoring government bonds over corporate debt. The portfolio also favors government bonds in countries flirting with recession where policy rates are too high (core Europe & the UK).
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