Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
Tag: US Equities
Allianz sees shift to cyclical from defensive
European equities in cyclical sectors are far more attractive than defensive stocks, according to Klaus Teloeken, Allianz Global Investors’ managing director and chief investment officer for systematic equities.
SLI: US corporate tax cuts not priced in
US corporate profits are expected to grow 5-15% on average this year, said Andrew Milligan, Standard Life Investments’ Edinburgh-based head of global strategy.
Amundi’s Mortier warns on US equities
US equity valuations have become expensive on a price-to-earnings basis and investors are urged to stay away from them, according to Vincent Mortier, Amundi Group’s Paris-based deputy chief investment officer and global head of multi-asset.
Citi: Sector investing focus for 2017
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.
Jupiter highlights short ideas in US equities
Safe stocks are no longer safe while high-growth tech stocks are likely to suffer amid rising interest rates, said Ivan Kralj, investment analyst on the absolute return strategy team.
GSAM sees `expansion phase’ where others see stagnation
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
Income products surge, but beware the risks
Investors have been pouring into income-generating products, but two big portfolio risks are coming from the US, said Edmund Yun, head of investment solutions at CIC Banque Privee in Hong Kong.
JPM: US financials to outperform global peers
US and Asian equities are preferred when investors’ risk appetite improves, said JP Morgan Asset Management global market strategist Ben Luk.
UBS prefers equities to bonds
The bank has tactical overweight positions on equities and prefers US equities relative to high-grade bonds.
