HSBC GAM equities CIO: Value rally could run for two to three years
North Asia presents the most attractive opportunities
Bill Maldonado, global CIO of equities at HSBC Global Asset Management, has said the rotation into value stocks has "a lot further to run", highlighting the valuation gap between defensive and cyclical names has never been larger.
Maldonado (pictured) said defensives had been the ideal place for investors to hide during periods of minimum growth and austerity-driven policies. However, the rotation back into value has given cyclicals...
More on Equities
Has the strong US dollar reached a turning point?
Explaining the strength of the dollar
BofAML survey: Investors most bearish since 2011
High allocation to cash
Hong Kong stocks fall as Trump hits China with $200bn tariffs
Some Asian markets up
MiFID II: Clients' research charges seven times higher than costs borne by asset managers
Does it equate to superior performance?
More news
'This is not going to end well': Buyers warn bonds will not be safe haven of the past in next market correction
Concern over impact QE ending and low yields
Has the strong US dollar reached a turning point?
Explaining the strength of the dollar
PFS names Sanlam's John White president for 2018/19
26 years in financial services
Investment Week unveils Market Movers blog
Latest news and analysis
Back to Top