Fund Managers Have ‘Tapered’ Their Extreme EM Underweight Sentiment
The smart money allocated more money to emerging markets last month as investor sentiment turned against EM stocks, though fund managers are still underweight on them overall, and even though a majority of fund managers think equities are currently overvalued they have increased their long positions. The biggest reductions were in UK and Eurozone allocations, with modest a modest pull away from Japan. Even though some high-profile . . .
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