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File: Portfolio action requires justification - Indicator in focus

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24.06.20
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24.06.20
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Portfolio action requires justification

In March 2020, investors were in panic. Sentiment was poor and fears that the corona virus and lock-down measures would derail the global economy caused panic. And this in turn led to low investment levels and defensive positioning. But now, at the end of June, everything is better. Is it?

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