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Technology

Financial Post | Business

Morgan Stanley’s global cross-asset strategy team, led by Greg Peters, is out with its Top 10 Asset Allocation Trades for 2013.

The trades sum up investment bank’s macro views and are fairly straightforward: all of the trades consist of stocks, bonds, and currencies.

One interesting aspect of the team’s recommendations: they are mostly skewed away from investing in U.S. assets, as Morgan Stanley sees other areas they think represent bigger opportunities.

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Overweight stocks in Asian markets (ex-Japan)

The logic: “Attractive relative valuation, the prospect of macro improvement, and consequently, relatively lower risk to current consensus earnings forecasts”

Source: Morgan Stanley

Moderately overweight stocks in European markets

The logic: “Europe has attractive valuations relative to the US and better leverage to EM growth; we also believe stress will continue to fall in the periphery”

Source: Morgan Stanley

Underweight US stocks

The logic: “We believe that this is a…

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About Nicholas Maithya

I am a writer focussing on disruptive technology, Fintech, Big Data and Internet of Things, Online Marketing trends, and investments. When I am not writing about these, I am probably in the gym working out, out and about with family, watching the news (basically business/technology) or soccer. That's why I do sometimes cover soccer-related stories.

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