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    Global rates: opportunities in a world of higher yields

    Global rates: opportunities in a world of higher yields

    29 January 2024 Fixed income, Global macro, Video

    Harvey Bradley, Portfolio Manager

    Key takeaways:

    • We believe there are several key factors currently affecting rates markets which may leave rates volatility elevated.

    • Growth is expected to moderate, but we think inflation will remain above target and expect fewer rate cuts than the market.

    • As economies diverge on policy and growth, we think there will be significant relative-value opportunities throughout the year.
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