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The great rotation of 2013: fact or fiction?

Min Ho
It's too soon to predict a structural shift in allocations from fixed income to equities, says Neill Nuttall of JP Morgan AM. But opinions are divided and contrary data is stacking up.
The great rotation of 2013: fact or fiction?

Bold forecasts that 2013 will witness the start of a great rotation from fixed income into equities are premature, says Neill Nuttall of JP Morgan Asset Management – despite data to the contrary.

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