Credit Driver is published weekly by Credit Portfolio Strategy and focuses on asset allocation in the credit market. Credit Driver covers i) big picture thematic issues, ii) sector allocation across corporate and financial sectors, iii) expression of relative value, using plain vanilla cash bonds or TRAC-X; and iv) EUR and GBP markets. Credit Driver also includes the details and justification for BNP Paribas' model portfolio (based upon the iBoxx family of indices).
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