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LGT: Positive macro fundamentals justify further equity overweight

LGT has further raised its overweight rating for traditional public equity markets on the back of improving macroeconomic fundamentals and investor bullishness. Tactical allocation boost to equities LGT has increased (in some cases for the second time) allocations to US and emerging market equities in what it calls a prevailing risk-friendly environment. It is also overweight on global real estate…

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