Investment Funds Are Rotating Into Europe And Value Stocks

Global investment funds are rotating away from developed markets into emerging markets as they struggle to value Stocks, according to a new Global Equity Strategy report from analysts at HSBC.

Global Investment Funds Are Rotating Into Europe And Value Stocks

The report notes that global investment funds are rotating from developed into emerging markets for several key reasons including; 1) improvement in the global business cycle with an increase in emerging market growth expectations; 2) continuation of low interest rate environment and; 3) impending US dollar weakness.

These three factors have inspired global equity funds to raise their weightings...