Surveillance: Higher Equities Base Case with Koesterich
Bloomberg Surveillance
00:00
Taking Broad Beta Down - Energy Sector Out Performance Righta
I think we have to be careful on a security selection here, i think it's about taking broad beta down. There has been sector out performance righta. Energy is done well, at least in credit markets. So far. A triple bes about performed on a beta adjusted basis. It's more about the individual names and the overall level of data in your portfolio.
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