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Further reducing Japan exposure, upgrading U.S., Europe


Reducing Japan to 5% from 10%, remaining at underweight. Shifting to overweight U.S., Europe. Increasing U.S. to an overweight 58% from a marketweight 55%. Increasing Europe to an overweight 30% from a marketweight 28%. Policy normalization in Japan and rate cuts everywhere else prompt change.

Ned Davis Research | Fixed Income | Focus | Bi-Weekly

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