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Michael Hartnett

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Global economic outlook on China deteriorating, says BoAML Fund Manager Survey

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Global investors’ confidence in the world’s economic outlook has fallen significantly due to concerns over China and emerging markets, according to the BofA Merrill Lynch Fund Manager Survey for September. Asset allocators have adopted a “risk-off” stance in response.

 “Investors were already positioned for lower growth in China and emerging markets, but their risk-off stance has intensified. Contrarians will be noting the aggressive underweight positioning in emerging markets,” says Michael Hartnett (pictured), chief investment strategist at BofA Merrill Lynch Global Research.

“European equities have been hurt by the risk-off trade, but they remain a favored market,” adds James Barty, head of European equity strategy.

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