Global Fixed Income: Portfolio Strategy - European Bonds
In the case of European bonds, we look at interest rate and currency trends when deciding how to position our portfolios. We are also interested in sovereign credit opportunities and valuation discrepancies across the full spectrum of corporate bond issues.
Japanese Equities: Stimulus Spending May Boost Stocks
We believe the TOPIX Index has the potential to rise about 20% from current levels. Since 1990, the TOPIX has experienced periods of short, sharp gains when its market value climbed more than 40%.
Historically, U.S. REIT stocks have led economic recoveries by anywhere from six months to a year. We believe that the market is close to that time period, and as a result, we think we are approaching a very favorable moment to buy these stocks.
European Equities: Update on European Growth Portfolios
We believe recent signs of stabilization, along with extremely attractive valuations for many quality European companies, are positioning the region’s markets for a rebound.
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