Fixed-income: Keep it short if you think about bonds
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We back with another episode of the Saxo Market Call following a few missed episodes. In today's episode we cover what is going on in fixed-income markets which are essentially driving everything in markets these days. We argue staying in short duration bonds across inflation-linkers, corporate quality and safe-haven due to uncertainty over timing of 'peak rates' and the outlook for a potential stagflation, with Peter Garnry and Althea Spinozzi.
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Fixed-income: Keep it short if you think about bonds