Big Funds bet the ‘anything but bonds’ trade is poised to end

May 19, 2024

US bond investors increase positions in long-dated high-grade corporate bonds, expecting gains from future interest rate cuts. Market attention is on upcoming bond sales and key economic data releases globally. The “anything but bonds trade” may now have run its course and long-duration debt is set for a comeback in the second half.

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Fund Manager Talk: Indian IT to outpace global growth; SaaS, startups driving sectoral shift: Balakumar B

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