Investment Funds Are Rotating Into Europe And Value Stocks

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Rupert Hargreaves
Published on
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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 of emerging...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk