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According to Deutsche AWM, markets appear to have overreacted in some instances and Deutsche AWM current view is to tactically underweight 10-year Bunds. On Eurozone periphery, Deutsche AWM stay neutral. With regards EM sovereigns, Deutsche AWM would stay on the sidelines for now; there will be opportunities, but liquidity in the market is currently thin...
26 August 2015, by Asoka Wöhrmann