Macro Finance
Lombard Odier Turns Bullish on Treasuries After Five-Year Hiatus
Bloomberg Markets·September 25, 2026·1 min read
Switzerland’s Lombard Odier Investment Management has turned overweight US Treasuries for the first time in at least five years, seeing the higher yields as increasingly attractive compared to stocks. The firm's shift reflects a bullish stance on Treasuries, driven by the appeal of elevated yields in the current market environment.
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