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LDI market review and outlook – February 2025, political risks clash with bond vigilantism

Political and monetary policy uncertainty weighed upon markets in the fourth quarter of 2024, with multiple ‘live’ central bank meetings creating binary risk and political regime change for France, Germany, and vitally, the US.

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Columbia Threadneedle Investments

LDI market review and outlook – February 2025, political risks clash with bond vigilantism

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Columbia Threadneedle Investments

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