International assets Loading... : Investor Sentiment and Bull/Bear Views

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18:18
Jan 12
Remi Olu-Pitan Head of Multi-Asset Growth and Income at Schroders Bloomberg Markets
Sell US equities, own international assets
Fed independence risks and a weaker dollar make US assets less attractive. A weakening dollar is challenging for the US dollar and could weigh negatively on US equities, especially for international investors. She prefers owning international assets, citing Japan and Europe as places with interesting stories, because dollar weakness reduces financial tightening and supports positive dynamics elsewhere.
HIGH
12:06
Jan 12
Remi Olu-Pitan Head of Multi-Asset Growth and Income at Schroders Bloomberg Markets
Fed risks favor international assets
Fed independence risk makes the environment difficult for the US dollar and could weigh on US equities for international investors; she prefers international assets because a weaker dollar reduces financial tightening and helps other assets.
MED

About International assets Investor Commentary

Across the available history and selected sources, Buzzberg tracks International assets across 1 sources: 2 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Remi Olu-Pitan.