Rush into emerging market equities raises alarm

Rising risk appetite sees a net 49% of global fund managers now overweight emerging markets, compared with 32% last month. But record inflows have put the spotlight back on valuations, with Morgan Stanley starting to scale back its position.


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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: 142
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