UBS's Falconio, Columbia Threadneedle's Al-Hussainy on Duration

The video discusses strategies related to the yield curve, focusing on interest rate risk and duration management. It highlights the importance of understanding the velocity of interest rate changes and their impact on investment strategies. The discussion also covers valuation points relative to cash and risk assets, emphasizing the attractiveness of stepping out onto the curve. The video concludes with an outlook on the long-term yield curve, considering fiscal risks and potential interest rate levels.

What risks are associated with the 10 to 30 year part of the yield curve?

What is the expected trend for the 10-year yield in the medium to long run?