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08 May 2016

Riding the Camel - Dollar and US Interest Rates
Tom Elliott

Current racing conditions: remaining soft. Q2 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Within equities, favouring a low volatility/ high dividend strategy and a small overweight in Canada. Within fixed income, neutral. Longer term outlook is to be pro-risk assets. Read more

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