Amid an intensification in the global stock market rout, tell us where
you think global equity markets are headed from here.
Not exact matches
«I'm not going to be dismissive of the risks, but I
think markets have priced them in and if anything as we look at the fundamentals of stock
markets around the world, the fundamentals of European
equities right now are I
think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and
global investing expert on CNBC's «Fast Money.»
In particular, I
think Japanese small - caps have remained the outstanding anomaly in
global equity markets.
I
think that will be a key point for
equity markets going into 2017, and while we remain constructive on the US
market, we believe there's also an opportunity to pass the baton from the US
equity market in terms of
global market leadership.
Non-U.S.
markets also followed the U.S.» lead and sold off, too, which Wilson
thinks created «a lot of value in
global equity markets.»
In the United States, I
think a big part of this recent
global equity market selloff, particularly the violent nature of it in October, is an indicator that perhaps the scars from the 2007 — 2009 financial crisis still are fairly deep.
The robust outlook for the
global economy accompanied with low interest rates leads us to
think that the
global bull
market in
equities will continue in 2018.
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Norm Boersma, chief investment officer of Templeton
Global Equity Group, explains why his team doesn't see major cause for alarm amid the recent
market correction — and why they
think conditions look ripe for a value - oriented approach.
I
think your point about using CAPE across countries as a way of allocating money across
global equity markets is a good one but it does draw on the cross sectional version of mean reversion, not the time version that many in the
market are using CAPE for right now.
Unless you
think the old continent is doomed, or that emerging
markets will never come back, now is not a bad time to get some exposure outside the U.S. With a 50 % allocation to Europe, Japan and emerging
markets,
global equity funds provide that option.
However, we
think global monetary stimulus will be reduced at a rate that is acceptable to
market participants and
equities will continue to perform well.
Branding Strategy Insider is the
global thought leader in brand strategy and brand education and is an extension of our efforts to help
marketing leaders and professionals build tangible brand
equity.