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1.  

0:06 

Have We Made Any Recent Changes to Sovereign-Only Strategies?

2.  

01:14 

Why Are We Currently Interested in Dollar Bonds?

3.  

02:03 

What Factors Went into Our Decision to Add Dollar Bond Exposure?

4.  

03:00 

How Does Our View on the U.S. Dollar Factor Into This Decision?

5.  

04:03 

Has Our View on Local-Currency Bonds Changed?

6.  

04:58 

Has Our View on Active Currency Management Changed?

7.  

05:43 

Did Recent Changes to Monetary Policy Influence These Positioning Changes?

8.  

06:48 

Are We Considering Other Dollar Bond Opportunities?

9.  

07:18 

Are There Any Opportunities in Developed Market Sovereign Bonds?

10.  

07:58 

What Factors Should Lend Support to Emerging Markets over the Next 6-12 Months?