Fosun overweight EM high yield, European loans

The firm’s bond CIO favours EM debt, European loans and safe havens for its insurance portfolios. He does not see the Fed raising rates quickly this year, nor the ECB or BoJ cutting rates further.


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How will you alter your portfolio after the US election result?





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Underweight US
  19%
 
Overweight US
  34%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 74
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November 2016 Magazine
AsianInvestor Magazine