Le scommesse sul fondo sovrano per le migliori prestazioni mondiali su Europa su di noi
https://www.ft.com/content/ba559f94-9e95-49f3-b9bc-831482c8bc79
di JohnSith
Le scommesse sul fondo sovrano per le migliori prestazioni mondiali su Europa su di noi
https://www.ft.com/content/ba559f94-9e95-49f3-b9bc-831482c8bc79
di JohnSith
5 commenti
>Brad Dunstan and Will Goodwin, co-chief investment officers at New Zealand’s NZ$76bn ($44bn) Super Fund
This fund is tiny and quite insignificant.
I Don’t blame them good move. TRUMP is going to take over the federal reserve and the control of interest rates so the US can no longer be relied on
Paywall
“Their investment position centres on a view that European equities — measured by the Stoxx Europe 600 index — are currently priced below their “fair value”, while US stocks are priced above that level and at some point in the next decade will give up that premium”
Well. Almost all fund houses have US underperforming in their long term capital market assumptions. So it’s not a surprise