Investment Strategy: Stocks still in favour

News item -

header investment strategy 20161123

ABN AMRO remains convinced that the synchronised global recovery is supporting risky assets. Stocks and real estate continue to be favoured over bonds, commodities and hedge funds, while a large cash position is maintained. The overall asset allocation was slightly adjusted at the most recent meeting of the ABN AMRO Investment Committee, which directed a small percentage of cash to senior US loans. Within equity sectors, investors are also advised to take some profits in their exposure to information technology (IT) stocks and to increase exposure to utilities.

Economic growth continues
The eurozone economy is growing, and we expect this to continue for the next couple of quarters, with a growth rate of 1.8% expected in the eurozone over 2017. Growth in the US was weaker than expected in the first quarter, but has since strengthened. Nonetheless, US indicators remain below expectations. We continue to expect the US economy to grow by 2.3% this year.

Download the Investment Strategy below to read more.

Documents

Delen