Strategy Report
The Non-US Implications Of Our Recent US Duration Upgrade
In this report, we follow up on the upgrade to our US duration stance from last week with a review of our rates views and government bond allocations outside the US. We conclude that while we now find US Treasuries to be more attractive from a value perspective, even better value is available in euro area and UK government debt.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | Global Fixed Income Strategy
Our premier service on the direction of interest rates and overall debt market dynamics.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.