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?
Relentless easy monetary policies and short term rates at virtually have kept market volatilities at remarkably low levels. Preparing for the next spike may not be such a bad idea as the effects of central banking measures start to wane.
Cyclicals feature heavily in this years S&P Capital IQ Equity Research European Power Picks list
A recovery in bank lending has set the stage for “significant” economic expansion in Europe, according to S&P Capital IQ Equity Research
S&P Capital IQ Equity Research has removed Rio Tinto from its list of high-conviction equity picks for 2013 following poor performance from the mining group, replacing it with Airbus manufacturer EADS.