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BofA Merrill Lynch Global Research – A Fixed Income Research Report – Sunday, 21 October 2012

Overview – Duration and Rotation

In the near term, the US election results could have substantial implications for duration. We expect 10yr rates to move in a range of 1.4 – 2.25% under various scenarios. Over the longer term, the pace and probability of fund rotation out of bonds and into equities should feed into returns.

 

 

Read the full report here.