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Investec veteran Mundy: 'group of cheerleaders' are talking up the US

Veteran contrarian investor Alastair Mundy says US equities are too expensive at a time when corporate profitability is dropping and debt concerns remain.

Mundy, who runs a raft of funds including the Investec Cautious Managed, Investec GSF Global Contrarian Equity and Investec GSF American Equity funds, is also looking to add to his gold exposure after sustained market weakness.

He is also keen on short duration index-linked bonds and Norwegian sovereigns, while Mundy is also eyeing further value opportunities in Japan.

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