22 February 2023 Emerging Markets | Europe | UK | US

MH Model Portfolio: Rotating Long UK 2Y

By Bilal Hafeez
1 min read

We are rotating one trade in our portfolio, this week. As it stands, we favour trading multiple Federal Reserve outcomes, an underpriced European Central Bank, BTP underperformance, a dovish Bank of England pivot, the China re-opening and underpriced Reserve Bank of India cuts.

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MH Model Portfolio: Rotating Long UK 2Y

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MH Model Portfolio: Rotating Long UK 2Y

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