US deflation would spark further stimulus, says Research Affiliates

And deflation would reduce the value of inflation-linked assets, making them an attractive play, says the firm's chairman, Robert Arnott. But he's more concerned about record-high US debt levels.


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





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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