Javier Corominas

Recent Posts

US | Positioning for rate normalisation

Posted by Javier Corominas on Aug 4, 2021 9:58:00 AM

We see the strong pull back in long-term US yields since the peak of the reflation trade this year as an opportunity to enter new positions that...

Global | Holding on to our core convictions

Posted by Javier Corominas on Jun 28, 2021 1:11:57 PM

Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key asset allocation themes are...