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Strat Doc 4Q17 – Domestic Equity

24 October 2017

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by Sean Ashton

At the end of 2Q17, we made the call to downgrade our stance on domestic equities to neutral from overweight, citing rising earnings risks to “SA Inc.” in the context of a steadily weakening domestic economy. This proved premature, as the equity market rallied 7% (SWIX) in the face of continued appetite for EMs (the MSCI Emerging Markets Index, for example, delivered a 7% US dollar return).

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