Van Lanschot Kempen Upgrades EU Equity Allocation, At Expense Of US IG Credit
===============	
#3fef7fc7 ver:0.38

UBS shifts preference to European stocks over US, citing convergence of economic momentum, attractive valuations, and earnings momentum. Saxo Markets recommends Australians invest in European equities due to improving sentiment, lower P/E ratios, and geopolitical tensions. Carmignac sees opportunity in European stocks at a significant discount to US stocks. Van Lanschot Kempen increases equity allocation in Europe, expecting economic recovery and potential interest rate cuts. Selling US IG credits to finance European equity acquisition. #EuropeanEquities #Investing #Valuations #EconomicOutlook...

#newstr #VanLanschotKempen #EquityAllocation #EuropeanEquities #UsIgCredit #InvestmentStrategy #InterestRates #EarningsForecasts 

 https://here.news/story/3fef7fc7?ver=0.38