BlueBay's Kettle: 'Narrow window' to reposition portfolios before Q4 rally

'Choppy market conditions' ahead

Lauren Mason
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BlueBay’s Kettle: ‘Narrow window’ to reposition portfolios before Q4 rally
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BlueBay’s Kettle: ‘Narrow window’ to reposition portfolios before Q4 rally

There is a “narrow window” for investors to reposition their portfolios ahead of an anticipated rally into the year-end, according to BlueBay’s Anthony Kettle, who said many investors are now in “wait-and-see mode” in the run-up to the US Election.

Senior portfolio manager Kettle said markets are becoming increasingly nervous, which has led to risk aversion. This can be shown through "a tough week" for equities this week, with European and emerging...

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