Is being overweight the US the right call?

There are plenty of bargains in the world with fear in both US and Europe depressing equity valuations. Jim gives his thoughts on the relative values of the US and European markets and explains which he favours now and when he will change focus. Looking East, he explains why 2013 could see a “re-ignition” of…

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      There are plenty of bargains in the world with fear in both US and Europe depressing equity valuations. Jim gives his thoughts on the relative values of the US and European markets and explains which he favours now and when he will change focus.

      Looking East, he explains why 2013 could see a “re-ignition” of the emerging market equity story.

      For part 3, click here
       

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