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Increase International Exposure<br />
<br />
Diversification, relative value and the strong rand are all<br />
supportive of increased international equity exposure<br />
<br />
Remember that multi-asset class solutions can move to 25% so<br />
for many investors this is already happening<br />
<br />
Japan<br />
− Contrarian trading opportunity<br />
<br />
Africa<br />
− Longer-term opportunity for higher returns<br />
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