Investments: where to focus your attention

Investments

Posted by MoneyController on 28.10.2024

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Market concentrations, interest rates, economic trajectories, and the unknown about the U.S. election are among the most important variables in markets today.

The unbalanced concentration on the U.S. market

Also mentioning the opinion of some experts and investment analysts, in his article in the “Corriere della Sera”, Pieremilio Gadda refers to some of the variables most taken into consideration by investors these days: there are the U.S. elections (which could bring turbulence to the markets), the upcoming possible cuts in interest rates, the trajectories of economies, and the concentration in financial markets, especially the weight of U.S. capitalizations. This last point is important (and a harbinger of some considerations by analysts): in the Msci World index, U.S. equities weigh as much as 72 percent, but only ten years ago they were around 55 percent.

Possible rotation in favor of other markets and market segments?

Concentration is so high in favor of the U.S. partly because of the maxi-capitalizations of big tech. Pierluigi Ansuinelli, vice president and portfolio manager at Franklin Templeton, believes that this situation could favor other markets: for example, emerging markets, and in particular the less developed countries that have not been affected by the equity rally so far; similarly, some market segments could also benefit from the same dynamic: this is the case, Ansuinelli continues, of sectors such as cyclical sectors, but also utilities and the financial sector.

Small and mid-caps but also bonds

Then there are small and mid-caps, but according to Franklin Templeton's vice president and portfolio manager, a very careful approach to selection remains central in this regard. Ilaria Romagnoli, head of asset management at Banca Investis Group and ceo of Symphonia sgr, also talks about small and mid-caps: however, the expert mentions European (and Italian) mid- and small-cap companies as interesting. Speaking of the banking sector, Romagnoli believes careful selection is important. Then there are bonds, particularly circulating bonds, which are benefiting from falling rates. Ansuinelli points out that European bonds, on which the upcoming elections are not looming, as is about to happen in the U.S., might in this sense be more advantaged.

Read also:

Corporate bonds: the opportunities in Europe

Is the US stock market ready for a new surge?

How much do investors risk from European recession?

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