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BofA's Subramanian Warns About Sitting on Cash Right Now
Source: Bloomberg
Investor Sentiment & PositioningMarket Technicals & Flows
BofA’s Savita Subramanian cautioned investors against staying in cash given low real returns, arguing that large-cap value is a “beautiful story.” The note is more positioning/investor sentiment than a fundamental catalyst, and is unlikely to move broad markets, but could support relative flows into value within equities.
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