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HOUSE_OVERSIGHT_014432 - HOUSE_OVERSIGHT_014459
y next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply. Overshoot in rates, USD and trade key risks - add CNH put The world would look ver
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