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View the article online at http://citywire.co.uk/wealth-manager/article/a752199

PSigma’s Becket on a return to EM value and why you’ve got Japan all wrong

by Elsa Buchanan on May 23, 2014 at 11:37

‘We’re retaining higher than usual cash to find better opportunities when markets correct at some point. From a new idea generation perspective, we’ve never had fewer ideas than today.’

Buy

Japanese equities: ‘Investors are missing the point about Abenomics and focusing too much on the currency and less on corporate positives’

Hold

Emerging market equities: ‘Emerging markets remain the long-term growth opportunity
of our careers’

Sell

US high yield credit: ‘We’ve got to the point where investors are no longer compensated for the risks. Stick with some high yield but be extremely selective’

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