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| Manager Comments | Manager's outlook: 'Current consensus market expectations seem to have congregated as bearish and there remains evidence that equity markets at current levels represent good value. Under more normal circumstances it would be reasonable to expect to see a rally, as investors reassess the relative attractiveness of equities, however there are several factors that indicate these are not normal times and our view is the most likely scenario from here is ”the third dimension” where equity markets track sideways.' |
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