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Contrarian opportunities

Sep 16, 2022

According to the latest BofA Global Fund Manager Survey for September, the last time institutional investors underweighted equities as much as today was during the Global Financial Crisis in 2008. And this survey was done before the CPI numbers were published this week that spooked the market over the last trading sessions. Historically every time consensus was so negative it was a great buying opportunity for contrarian investors. This may be a simplistic reasoning given the fundamental challenges currently at hand, but still should not be ignored by long term investors.

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