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See Strong Comeback In Rate-Sensitives: David Gaud

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August 6: Currency volatility is an issue for infrastructure and banks stocks, says David Gaud, Sr. Portfolio Manager at Edmond de Rothschild Asset Management, adding that the firm is overweight on IT for the next three months. Once the market assumes the worst is over, there will be a strong return to rate-sensitives, he says, but warns that there may be no improvement in 6-9 months.