Dantes Outlook Market Podcast · Damanick Dantes

Positioning in Core Bonds and Emerging Markets

·19 min·2 clips

Deutsche Bank data reveals the last five years were the worst in history for 10-year Treasury returns, worse than post-WWI or the early 1980s.

Portfolio manager Dominic Dantes analyzes current macro signals driving allocation changes, including currency correlations and a historic bond market reset. He is joined by strategist Victor Zhao, who presents a State Street framework highlighting the alpha potential in under-researched emerging market small caps.

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