developed markets, excluding the USsince its inflation backdrop is now supportive, and onas the region's interest rates rise out of negative territory. US-based investors who buy European equities will benefit from the euro's relative strength, he said.
"There are parts of the S&P — I call it the S&P 490, the non-top-10 stocks of the S&P — that have a chance for multiple expansion if we avoid recession," Camporeale said.Investors should consider building a classic 60-40 portfolio made up of 60% stocks and 40% bonds, he said. He likes. Camporeale said he prefers to balance out his portfolio with those safer, highly liquid assets instead of chasing high yields from riskier bonds.
Berita ini telah kami rangkum agar Anda dapat membacanya dengan cepat. Jika Anda tertarik dengan beritanya, Anda dapat membaca teks lengkapnya di sini. Baca lebih lajut: