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08 Dec 2016

Riding the Camel - 5 December 2016
Tom Elliott

Current racing conditions: unreliably firm. Prepare for a boom, and possible bust, in the U.S economy with a strong dollar and tighter American and global monetary conditions. Suggested portfolio weightings over the next eighteen month for a diversified multi-asset portfolio: 1) Underweight fixed income relative to equities 2) In equities, overweight developed world equities versus emerging markets with a bias towards small in US equity exposure 3) In fixed income, a short duration bias. Read more

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