Style rotation more of a concern now, says RCM

Fundamentals-focused fund managers need to adapt to markets that are now more trading-orientated, particularly in Asia, says George Liu of RCM.


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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
  7%
 
Raise cash levels
  27%
 
No change
  13%
TOTAL VOTES: 67
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November 2016 Magazine
AsianInvestor Magazine