US market ahead of underlying fundamentals

ClearBridge's Scott Glasser says there are serious doubts as to what will stimulate end demand in the next three to six months.


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





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 137
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December 2016/January 2017 Magazine
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