Something of a rear-view look at the trade of 2024. The article highlights the massive rally in Property Hybrid bonds from Dec '23 onwards led by CPIPGR and ARNDTN. Ends with a note of caution from Julian Marks (Nomura).
Something of a rear-view look at the trade of 2024. The article highlights the massive rally in Property Hybrid bonds from Dec '23 onwards led by CPIPGR and ARNDTN. Ends with a note of caution from Julian Marks (Nomura).
Something of a rear-view look at the trade of 2024. The article highlights the massive rally in Property Hybrid bonds from Dec '23 onwards led by CPIPGR and ARNDTN. Ends with a note of caution from Julian Marks (Nomura).