State Street Positions Portfolio For Greek Euro Exit

George Hoguet of State Street Advisors says he's repositioning his portfolio with the expectation of Greek exit from the euro in six months to a year. "As investors, we have to consider such a scenario when thinking of overall positioning," he said. Some of the resilient economies that can withstand such a rift include South Africa, Russia and China, he said. Because assets in these countries have cheapened, they're an attractive buy. He recommends staying away from Eastern Europe, which he says is likely to feel the most impact in case of a Greek exit.

State Street Positions Portfolio For Greek Euro Exit

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