Mind the Gap
Wednesday, September 28th, 2016 Categories: Corporate Bonds, Correction, Dividends, Eurozone, Risk-Adjusted Returns, United States
Eurozone bullishness not matched by the US
When Eurozone investors are a lot more bullish about global equities than their US counterparts, we start to get nervous. There are structural reasons for this behaviour, but it can be a sign that a correction in equity markets is on the way.