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Institutional Investor (December 14)

2021/ 12/ 16 by jd in Global News

“Investors are proceeding with caution as central banks move to rein in inflation. Expectations of more aggressive monetary policy have prompted investors to adopt more defensive asset allocation strategies…. In addition to piling into cash, investors have also adopted more defensive positioning by overweighting healthcare stocks and underweighting assets that are exposed to interest rate hikes.”

 

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