Pessimistic managers raise cash holdings, cut EM positions

Investors adopt a wait-and-see approach after high oil prices dampen their views on the global economy, reducing their exposure to equities and commodities.


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





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Underweight US
  16%
 
Overweight US
  43%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  14%
TOTAL VOTES: 147
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December 2016/January 2017 Magazine
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