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After zero growth in Q3
After no growth in June and July
GDP shrunk in Q3
Slowdown expected as margins squeezed
Latest BofA fund manager survey
1.6% uptick in construction sector
Follows 1.2% uptick in December
GDP remains 9.2% below February levels
Credit expansion is 'noteworthy'
Reintroduced British American Tobacco and Imperial Brands to portfolios