Insurers eye Japan, with downside protection

Many Asian life firms missed Japan’s stock rally, but are mulling boosting exposure now with embedded downside protection, and fund houses are also eyeing capital protection, says Société Générale.


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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%
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