Global CIO Wells warns of CDS blow-up, inflation risks

Andrew Wells of FIL Investments International discusses a potential blow-up in Europe’s CDS market and argues that investors are losing sight of inflation.


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





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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