“You say, I want to be overweight Germany, underweight the US. I want to be overweight China. I want to be underweight Japan.”

Richard Rauch · Australian Investors Podcast · Are bonds back? Richard Rauch on yields, risks and portfolios

Play from 44:25
44:25

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What was described

overweight Germany and underweight the US (and other country bets) to manage interest-rate exposure

Said nearby on the same subject

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