Asset Allocation – our model is less bearish on equities but remains defensively positioned in Sectors: long Materials, Financials and Industrials. US 10 Year Treasuries starting to look attractive

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Asset Allocation – our model is less bearish on equities but remains defensively positioned in Sectors: long Materials, Financials and Industrials. US 10 Year Treasuries starting to look attractive – Ekins Guinness

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