The theme of High for Long (H4L) is supportive for our current Cross Asset views, where it’s long European duration, UW European stock, or OW USD vs lower yielding currencies with growth risk. More often than not, this theme has reinforced the conviction in our regional views as we assess to what degree H4L is durable in countries with more growth risk.
Speakers:
Thomas Salopek, Global Cross Asset Strategy
Fabio Bassi, Head of International Rates Strategy
Prabhav Bhadani, Global Equity Strategist
Patrick Locke, FX Strategist
This podcast was recorded on 09 Sept 2023.
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