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Analysis & Comment  > The Monthly Banker

The Monthly Banker: 20 August 2015

Investor Sentiment Update

    

New figures from our Advisors Sentiment Survey earlier this morning saw the correction advisors push above the bullish camp. Prior instances of that cross-over since 2012 have all coincided with the termination of market pull-backs.

We remain patient and are overweight domestic equity funds. Emerging markets remain weak and today we add a short in that area. We also short a currency connected to the ongoing commodity weakness. 

 

 

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