Staycation or vacation: 5 summer investing themes

BlackRock
Door mei 14, 2019 16:56

Staycation or vacation: 5 summer investing themes

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With growing uncertainty ahead, Chris discusses ways to navigate markets as summer approaches.

“Sell in May and go away” is an old maxim for investors. Evidence is mixed on its validity, but given this year’s rally, the temptation now is understandable, particularly given the recent volatility driven by renewed trade conflicts with China. Our take: sure, consider taking some profits and rotating into exposures that offer more resilience if volatility returns. Think of it as the investor version of a “staycation” an opportunity to catch up on chores. But overall, we would not abandon equities.

With summer just around the corner, we highlight five major investor themes for the weeks ahead as discussed in our latest publication, the Summer Investment Directions:

1. In the U.S., consider reverting to technology.

We remain overweight U.S. equities, and one of our favored sectors is technology. Even with strong performance this year, we believe

BlackRock
Door mei 14, 2019 16:56

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Asset Allocation Consensus September

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