INVESTORS should take on more risk in their portfolios, says JP Morgan Asset Management (JPAM) portfolio manager Talib Sheikh, even as expectations of returns from global equities are muted compared to the past few years. Mr Sheikh says that investors have hardly participated in the rally in global equities since crisis lows, and are still holding too much cash. He is the firm's managing director (investment management solutions) within the multi-asset group.
"This is a rally in equity markets that...
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