Regarding Euroz - it's likely they have a rebalancing mandate of some form (preventing excess exposure); either way, they are certainly very good at playing the game. I'd expect in the instance PCL do a CR (for 2nd drill, or other), Euroz will be the first point of call (and will gouge our eyes out) - but we'll all win in the end (assuming all goes well). Should be an interesting few months.
General Thoughts, page-4404
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