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Lombard Odier Turns Bullish on Treasuries After Five-Year Hiatus
Source: Bloomberg
Interest Rates & YieldsCredit & Bond MarketsInvestor Sentiment & PositioningMarket Technicals & Flows
Lombard Odier Investment Management has moved to an overweight position in US Treasuries for the first time in at least five years, citing increasingly attractive yields relative to equities. The shift signals a more defensive asset-allocation stance and suggests investors may see improved risk-adjusted return potential in government bonds versus stocks.
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