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  • Comments Off on MM remains long & bullish TWE

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  • Comments Off on MM remains bullish & long TLS for income

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  • Comments Off on MM is holding a 4% weighting in the Income Portfolio pending results

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  • Comments Off on MM likes RIO below $110

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  • Comments Off on MM is long and bullish towards BHP

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  • Comments Off on MM is neutral towards iron ore over the coming years

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  • Comments Off on MM is long and bullish UBS US

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  • Comments Off on MM is now neutral on US bond yields

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  • Comments Off on MM is neutral towards US equities
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