Risk off is off, but risk on is not yet on, say fund managers

Improved liquidity and rising global growth hopes are forcing investors out of cash and into risk assets, especially EM equities. Bond bulls should note a jump in inflation expectations.


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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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December 2016/January 2017 Magazine
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