The great rotation of 2013: fact or fiction?

It's too soon to predict a structural shift in allocations from fixed income to equities, says Neill Nuttall of JP Morgan AM. But opinions are divided and contrary data is stacking up.


Quick Poll

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: 144
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