Risk off is off, but risk on is not yet on, say fund managers

Feb 15, 2012

Improved liquidity and rising global growth hopes are forcing investors out of cash and into risk assets, especially EM equities. Bond bulls should note a jump in inflation expectations.

Risk off is off, but risk on is not yet on, say fund managers

Investors have piled back into emerging market equities and out of cash amid improved liquidity conditions and rising global growth expectations, finds the BoA Merrill fund manager survey.

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