MC Bolero Global Allocation Fund – Global Investment strategy update – 17/02/2016

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•  Near term caution still warranted but room for a technical rebound.

•  We upgrade equities to Neutral from Underweight.

•  We think US Treasuries still offer some reasonable value relative to European bonds as the US hiking cycle will modest at best.

Global Investment Strategy 17.02.16

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NOVACAP Asset Management

NOVACAP Asset Management

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