market-around-elections
22Nov

Massive Reallocation From Bonds Into Is Coming: Deutsche Bank

Despite the market witnessing record inflows into equities last week after the U.S. elections, there is a massive potential for reallocations out of bonds and into equities, believe Deutsche Bank analysts. Parag Thatte and colleagues said in their November 18 research piece titled “Large Post Election Moves: What To Fade And What To Buy Into?” that they believe Consumer Discretionary is the cheapest sector in the S&P 500 now.
Rotation from bonds into equities should continue
Thatte and team point out that the

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Author

Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports

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