A Small Accession, A Big Reallocation
Update: 2025-12-10
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses two structural shifts facing Europe as 2026 approaches: Bulgaria’s entry into the euro area and the early stages of the Dutch pension transition. One adds institutional depth; the other may reshape flows, duration demand, and asset-allocation trends across the continent.
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