Italy ‘no’ vote could spark EM risk aversion

Even a ‘yes’ vote in the constitutional referendum this weekend would still leave the country facing a shaky banking sector and rising populist sentiment, say fund managers.


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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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