- Go where central banks are still accommodative, says Citi equity strategist Robert Buckland, noting decent EPS momentum and central bank support in Europe and Japan, and flagging EPS momentum and monetary tightening in the U.S.
- "After 6 consecutive years of outperformance, we cut the U.S. to Underweight."
- Joining the U.S. as Underweight are Australia and the U.K.
- ETFs: CRF, VV, USA, SCHX, ZF, FEX, JKD, EEH, EQL, IWL, ERW, FWDD, ZLRG, SYE, SBUS, USWD, GSLC, USSD