Rates & Bonds
Key updates on government bond yields, bond spreads, and interest rates to guide your global investment strategy
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Peso GS Weekly: Continue to be nimble
It is better to load up in the upcoming auctions. For those not in a rush for long-tenored peso bonds, there’s still value in short-dated ones.
Rates & Bonds
Peso GS Weekly: For tactical clients, be better sellers of long-term peso GS
Investors will be closely watching the policy rate decision of the Monetary Board. There are opportunities for tactical clients to make money.
May 16, 2023
Peso GS Weekly: Load up opportunistically and be patient
Tactical investors should keep positions light and be ready to take advantage of any uptick in yields.
May 10, 2023
Peso GS Weekly: Go for short-term peso GS
We see good value in short-term peso government securities with the flattening of the yield curve. The success of the auction last week also heralds good demand for the auction this week.
May 4, 2023
GS trade idea: You can cash in on these long-term peso bonds
Now is a good time to take advantage of tactical opportunities: lock in gains from longer-dated government securities and reinvest in shorter-term bonds.
April 28, 2023
Peso GS Weekly: Time to be opportunistic
With the maturity of PHP 180 billion worth of bonds last Friday, expect healthy buying demand this week.
April 26, 2023