Blue-chip manager says banks to be avoided

RCM’s global chief investment officer Lucy MacDonald argues that performance comes from underweighting banks and that clarity on the sector is needed in Europe.


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





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Underweight US
  19%
 
Overweight US
  34%
 
Underweight EMs
  6%
 
Raise cash levels
  27%
 
No change
  13%
TOTAL VOTES: 62
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November 2016 Magazine
AsianInvestor Magazine