INSUBCONTINENT EXCLUSIVE:
The SP 500 Index fell 0.8 percent over the five days while the Stoxx Europe 600 Index posted the worst week this year as focus shifted to
Karen Ward, chief market strategist for Europe, Middle East and Africa at JPMorgan Asset Management
On a forward price-to-earnings basis, both the SP 500 and MSCI World Index now trade near the levels they were at during the height of last
After a short-term inflow into equities earlier this month, stock funds across all the major regions saw $21 billion exit in the week
of yield and defensive positions.
Bank of America Merrill Lynch strategists including Michael Hartnett went so far this week as to say that
investors -- and not by general investor appetite for equity risk.
And major asset managers are starting to reduce their equity exposure
Joh Berenberg Gossler Company KG scaled back its stock positions closer to neutral in recent weeks and UBS Global Wealth Management in
March took profit on the global equity overweight amid concerns about economic growth.
To be sure, as we approach the end of a quarter
of last year.
At Wells Fargo Asset Management, Brian Jacobsen, a senior investment strategist, said that although his multi-asset team has
recently reduced its equity position from overweight to neutral, in the longer run the dovish monetary environment remains supportive of
recommend indiscriminate buying
unemployment is near historic lows and there is optimism over a United States -China trade deal
Still, the company has been selling United States small-cap shares on the deterioration of the global growth outlook and acquiring
emerging-market stocks.
Ultimately the gains could end if the tariff war fails to be resolved
strategy at Credit Suisse Group AG
