Portfolio Strategy - 22V Research

Portfolio Strategy:

Internal Rotations + Interesting Management Sentiment Setup into 2024

Dennis DeBusschere November 30, 2023 8:38 AM

Consumer Data vs. Anecdotes + Yield Curve Plays into Early 2024

Dennis DeBusschere November 28, 2023 8:19 AM

Swaps Performance Update – FCI

Dennis DeBusschere November 27, 2023 2:07 PM

Reversal of Beaten Up Themes as the Fed Allows for Some FCI Easing

Dennis DeBusschere November 27, 2023 8:43 AM

High Conviction View on What’s Driving Internals

Dennis DeBusschere November 26, 2023 2:08 PM

Popular Themes into 2024

Dennis DeBusschere November 24, 2023 10:03 AM

Passion, Integrity, Excellence, Collaboration.

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