It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
The French presidential elections have turned into a highly unpredictable four-horse race. All four candidates offer radically different visions on the economy, and on France’s place in Europe. But is there a way to prepare for the outcome if the result is still so much up in the air?
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?
Asset managers see global economic growth accelerating this year, extending an eight-year equity bull market beyond 2017. Fund buyers, however, are a little more guarded.
Belgian fund buyers believe Brexit will have a long-term negative impact on equity or bond prices, or even on both. Fund managers speaking at the Expert Investor Belgium forum are hardly more optimistic.
Columbia Threadneedle Investments is looking to beef up its presence in Luxembourg prior to the UK leaving the European Union.
Sterling is down almost 10% against the euro in the past six months. Many people automatically assume this is because of fears over Brexit. However, there are probably other factors at play too.
The majority of Monaco-based investors prefer investing in large caps in all asset classes, as they believe large companies give them better protection against an upcoming market correction.
Three quarters of Sweden’s fund selectors expect yet another plunge in equity markets before year-end, according to a poll held at Expert Investor Sweden in Stockholm last week.
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?