This Strategist Says Best Equity Opportunities Lie Outside U.S.

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Jan.17 -- Supriya Menon, senior multi asset strategist at Pictet Asset Management, discusses the outlook for global equity and bond markets. "When we're looking at the opportunities in global equities, we're looking outside of the U.S. primarily," Menon says on “Bloomberg Daybreak: Europe."
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After the coming enormous crah at the right moment stocks everywhere can be a big oppurtunity.

obikanobidombo
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I’d rotate out of US before election but the US will likely continue its divergence for the first three quarters of the year.

TyKOmain
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I think she is too optimistic like most of the analysts - unemployment data is manipulated heavily discounting (excluding) everyone who didn't look for a job for more than 4 weeks in the 'old day's in 1990 it was up to 1 year they have changed it - moving the goal post and since then unemployment started to go down down down down at the same time look on the government stats about on how many people claim benefits or government coupons as they live in poverty this is increasing year on year so don't talk about customer optimism being Again this survey only interviews 5000 housholds!!!!

LearnWithMike
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The US Market is overpriced and has been for the better part of the last 5 years. There are opportunities but it requires looking hard.

rd