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Arcus starts to get bearish
Tuesday 20th of March 2007
“You don’t want to go too bearish too soon,” says Arcus Investment chief strategist Mark Brighouse. “But there are some things to worry about.”He points to heightened local risks in the market, more attractive assets in Australia, and riskier global growth markets.
Arcus is tilting its allocations away from global equities and more towards cash.
Closer to home, changes to the invest...
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