Positioning your portfolio for volatile martkets

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Harry Colvin, Senior Market Strategist at Longview Economics, believe that the US is in for “a mild, shallow recession” this year and that a bear market in equities is under way. So how have they positioned their portfolio for these events? “We’ve got a large under-weight in Emerging Markets, what we’ve got in Developed Market Equities is really large over-weights in the low-beta stocks.” In this video, he gives his view and positioning on credit, precious metals, and treasuries.

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