What's next for global equities?



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.
Key takeaways:
  • 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.


These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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