12 October 2020
September 2020 - Quality bonds keep on outperforming - Tactical Fund Manager's Comments
Despite the strong risk assets rally since the end of March 2020, high quality bonds sit comfortably in positive territory YTD. With additional fiscal and monetary stimulus in sight, there’s still room for upside, but higher selectivity and a focus on liquidity are needed.
EUR and USD Bond Indices
Source: Bloomberg, RAM AI, as of 30.09.2020
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