All stock market roads lead to US
“The United States remains the place to be for investors, despite the significant outperformance in recent years. Nowhere are you better served as an equity investor. For emerging markets, caution is especially necessary after the recent debacles in China.
It is better to reduce overweight positions to neutral and wait until the fog lifts. Especially in China,” investment strategist, consultant and author Jan Longeval of Kounselor Consulting BV told Investment Officer in a recent conversation.