I definitely prefer the oppies for the leverage that they offer but i am happy to try to take advantage of any short term anomalies that i feel exist and when the anomalies normalise i will certainly be looking to reallocate to the oppies again.
Completely agree that acting fast will be required to take full advantage of this strategy. My main view of importance is to remain exposed to one or the other for any rerating and switch between the two where i feel it is appropriate.
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