Downside in markets always worse than predicted

Most fund managers failed to act or insulate their portfolios, believing they understood the downside, according to ClearBridge's Harry Cohen and Scott Glasser.


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





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Underweight US
  18%
 
Overweight US
  34%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 68
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November 2016 Magazine
AsianInvestor Magazine