Bank Sarasin trims emerging market assets
The Swiss private bank is anticipating that policy-makers will reduce stimulus measures and raise interest rates next year. But Sarasin’s chief investment officer Burkhard Varnholt says any corrections should be seen as buying opportunities.
Bank Sarasin has reduced its holdings of emerging market assets in anticipation that policy-makers will start to reduce stimulus measures and increase interest rates next year.
The Swiss private bank, which has about 60% of its investment portfolio in equities, believes concerns over asset bubbles are premature but that
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