Perkins IM talks US value stocks after negative S&P move

Large-cap US stocks offer the best value, despite the US being put on negative outlook by rating agency Standard & Poor's for the first time, says the CEO of Perkins Investment Management.


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How will you alter your portfolio after the US election result?





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Underweight US
  18%
 
Overweight US
  35%
 
Underweight EMs
  8%
 
Raise cash levels
  26%
 
No change
  14%
TOTAL VOTES: 66
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November 2016 Magazine
AsianInvestor Magazine