US credit crisis looming, investors warned

Matt Murphy of Eaton Vance sees major risk of consumer price deflation and recession in the US amid misunderstanding of Federal Reserve action and the strength of America's recovery.


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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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