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
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine