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Is it time to diversify your portfolio?
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In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss the current equity rally and Charu gives her thoughts on what may derail it and ponder over how investors may position to protect their portfolio.
They also discuss JPY, an interesting host of central bank meetings last week and why political risk may be greater in the coming week than economic risk.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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