Seeking Alpha

Boost holdings of Europe and Japan says BlackRock's Koesterich

  • As last week made clear, central banks in Europe and Japan are getting more aggressive while the Fed moves in the opposite direction, says the chief investment strategist for BlackRock.
  • Implications: 1) Global interest rates are likely to stay low even as the Fed pulls back; 2) The dollar (UUP, UDN) is likely to strengthen; 3) ECB and BOJ liquidity, while maybe providing a boost to U.S. stocks, is almost certainly going to add a big lift to European and Japanese equities, and U.S. investors should consider boosting holdings of both.
  • Japan equity ETFs: DXJ, EWJ, NKY, DBJP, EZJ, EWV, JPNL, ITF, JPP, JPNS, HEWJ, FJP
  • Broad European equity ETFs: VGK, FEZ, IEV, EPV, HEDJ, EZU, FEU, FEP, UPV, ADRU, FEEU, EURL, EURZ, FIEU, DBEU
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Comments (2)
  • SharkDude
    , contributor
    Comments (713) | Send Message
     
    Buy buy buy all the time
    10 Jun 2014, 08:44 PM Reply Like
  • SharkDude
    , contributor
    Comments (713) | Send Message
     
    I love it. ECB cuts rates 10bps!!!!! Ten basis points and euro is supposed to devalue by 5 to 10%?!?!?!?! How does that make sense.
    10 Jun 2014, 08:55 PM Reply Like
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