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Keeping the faith with US equities

Wednesday, June 03, 2015

Graham Wainer, Group Head of Investments – MACS

Even to the most casual observer of financial markets, US equities appear to have come a long way since their post-crisis nadir more than six years ago. Now the arguments against the rally continuing are starting to mount and so it is hardly surprising that global asset allocators are turning away from the US and paying more attention to other regional markets such as Europe. With the latter having outperformed over the last twelve months, the case against the US has hardened.

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Nothing in this material constitutes investment, legal, accounting or tax advice and should not be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction The statements and opinions in this material are those of the author at the time of publication and may not reflect his/her views thereafter. The companies listed were selected by the author to assist the reader in better understanding the themes presented. The companies included are not necessarily held by any portfolio or represent any recommendations by the author.
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