Investment Week (January 22, 2014)
2014/ 01/ 23 by jd in Global News
“Investors are better off looking away from the US for their developed market equity exposure,” according to Cazenove Capital multi-manager Marcus Brookes who argues that U.S. stocks have gotten pricey and, contrary to popular belief, many U.S. companies have increased their leverage. “In the face of the cheap markets of Europe and Japan, I would much rather put my clients’ capital there because if it does go wrong it is a cheaper market.”
Tags: Capital, Cazenove Capital, Companies, Developed countries, Equity, Europe, Exposure, Investors, Japan, Leverage, Marcus Brookes, Markets, Pricey, Stocks, U.S.
