Investors should be selective with their bond and emerging market allocations as the Federal Reserve moves toward higher rates, said Arvin Soh, portfolio manager on GAM’s alternative investment solutions team. Soh added that it is not the Federal Reserve’s intention to roil markets, but increased volatility will still be the result. He said the dollar will likely continue its rise against the Euro although Soh believes most of the easy gains have been pocketed and investors may see larger gains betting on the dollar to rise versus the Japanese Yen. Finally, Soh said Brazil is cheap, but could fall further before turning around, while China is a mixed bag.
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