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
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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