Putnam bets against US equity optimism

The firm's CIO and head of global asset allocation discusses why US stock prices have yet to factor in a recession, but could nonetheless be attractive against other developed equity markets.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  43%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  14%
TOTAL VOTES: 147
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