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J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies

As inflation and rate worries take centre stage, J. Safra Sarasin has offered a contrary view on equity markets, forecasting persistent downside risk and advising investors to expect broad trading ranges and to sell on rallies. “We assume that we have entered a prolonged period of higher uncertainty for equity investments, as doubts regarding inflation and rate expectations are taking…

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