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17 June 2021 (AFR) – Forget bubble talk, global fundies are all in

(17 June 2021, AFR, p29, James Thomson) “… Cash levels among global fundies fell from 4.1 per cent to near historic lows at just 3.9 per cent, as net asset allocation to equities surged 7 per cent in a month to 61 per cent, levels not seen in about eight years. “What shines through in … Continue reading →