Massive Reallocation From Bonds Into Is Coming: Deutsche Bank - Hedge Fund Alpha (formerly ValueWalk Premium)

Massive Reallocation From Bonds Into Is Coming: Deutsche Bank

Despite the market witnessing record inflows into equities last week after the U.S. elections, there is a massive potential for reallocations out of bonds and into equities, believe Deutsche Bank analysts. Parag Thatte and colleagues said in their November 18 research piece titled “Large Post Election Moves: What To Fade And What To Buy Into?” that they believe Consumer Discretionary is the cheapest sector in the S&P 500 now. Rotation from bonds into equities should continue Thatte and team point out that the U.S. equity market rally that typically occurs after a close election hasn’t yet happened, with the market so...

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