In this video, Ashwin Alankar, Head of Global Asset Allocation, discusses how the outlook for global stocks has changed and why inflation could still be a risk in the US.
We believe that few catalysts remain for global equities now that the most significant fears weighing on stocks at the end of 2018, including monetary tightening and US-China trade tensions, have eased.
Our quantitative signals suggest that European equities are the most attractively valued today.
In addition, we worry that with real rates at the long end of the yield curve remaining well below the potential for real gross domestic product (GDP) in the US, inflation risks remain.
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