Post by Fletchsmile on Aug 29, 2019 11:32:02 GMT 7
Definitely something to think about in my view.
As well as looking at exposure to 1) US equity funds, investors need to give thoughts to 2) Global funds that are significantly weighted to the US (Fundsmith springs to mind) and 3) Global ETFs which are often heavily weighted towards US equities
As a European expat in Thailand in particular you have to ask if exposure to US needs re-evaluating, and the final sentence resonates with me:
“While there is always a place for US equities in a diversified multi-asset portfolio, we think that now is the time to consider tilting towards the more compelling opportunities elsewhere.”
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Is now the time to re-evaluate your US equity exposure?
22 August 2019
Invesco chief investment officer Nick Mustoe, and their investment strategist David Aujla discuss valuations in the US equity market and whether now might be a good time to withdraw.
Post By Eve Maddock-Jones
By Eve Maddock-Jones,
Reporter, FE Trustnet
The US equity market bull run has surprised many by its length and some have argued that it still has still further to run given the strength of the economy, but for Invesco’s Nick Mustoe and David Aujla now might be a good time to re-evaluate after a “boom decade”.
Over the past decade, the S&P 500 has made a 233.10 per cent total return, in US dollar terms, compared with a 130.77 per cent gain for the broader MSCI AC World index.
Invesco chief investment officer Nick Mustoe, and their investment strategist David Aujla discuss valuations in the US equity market and whether now might be a good time to withdraw.
Post By Eve Maddock-Jones
By Eve Maddock-Jones,
Reporter, FE Trustnet
The US equity market bull run has surprised many by its length and some have argued that it still has still further to run given the strength of the economy, but for Invesco’s Nick Mustoe and David Aujla now might be a good time to re-evaluate after a “boom decade”.
Over the past decade, the S&P 500 has made a 233.10 per cent total return, in US dollar terms, compared with a 130.77 per cent gain for the broader MSCI AC World index.
