Brooks Macdonald drops property over ‘vulnerability’

“We won’t go into Japan and Europe, but there are parts of the debt market that might be quite attractive. We are looking at emerging market debt,” he said.

“There’s [also] an attractiveness to emerging market equities. It looks like we might have a rate rise in the US pushed back, which might help miners and emerging markets. We need to consider that, but we are still waiting for more comments from central banks.”

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