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Bloomberg “This year, cash is ‘A’… There is mobility in a highly volatile collection”

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On the morning of the 6th, at the Counterfeit and Alteration Response Center of Hana Bank’s Myeong-dong branch in Jung-gu, Seoul, an official is sorting out dollars. 2023.3.6 News 1

Cash, which is usually believed to lose value due to inflation, is considered the best investment strategy this year.

According to Bloomberg News on the 6th, according to a recent MLIV Pulse survey, two-thirds of respondents said that cash in their portfolios would have a positive effect over the next year rather than hurt their performance. The survey involved 404 professional and retail investors. The MLIV Pulse is a weekly survey of readers of Bloomberg Communications.

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Some investors said that active managers’ ability to hold cash and be agile and able to act during uncertain times would make them an attractive option. One respondent wrote, “With interest rates still high and money rotation less fast, there’s a good chance you’ll outperform if you’re focused and active.”

With the possibility of a continuing bear market, continued rate hikes by the Federal Reserve, and fears of a looming recession, investors fear that 2023 could be just as brutal a year for investors as 2022. Morgan Stanley’s chief U.S. stock strategist Michael Wilson said in an interview with Bloomberg TV last week that the Standard & Poor’s (S&P) 500 index could drop by around 20% due to sluggish corporate earnings.

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In this situation, investing in cash (including demand deposits) or cash equivalents (financial instruments with short maturities) is very important. “We are encouraging people that holding cash is okay,” said Leo Kelly, CEO of Verdens Capital Advisors. You can get good returns, there will be a lot of volatility in the market and there will be plenty of opportunities to put that cash to work at attractive levels.”

Bloomberg believes that the money investors put into the market this year is more likely to go to passive funds than actively managed mutual funds.

In the survey, professional investors answered the question of whether they plan to increase their exposure to active funds, passive funds, and overseas investments this year. Overseas investments (47%) answered the most, followed by passive funds (37%) and active funds (30%). followed by

Conversely, individual investors are more likely to invest in passive funds (46%), followed by overseas investments (38%) and active funds (22%).

Source: Donga

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