Pergunta: na bloomberg diziam...
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cont
diziam e diziam muito bem:
"Morgan Stanley increases cash allocation : 09:06 ET
Morgan Stanley shifts 5% out of both bonds and stocks into cash, which leaves their new asset allocation at 65% stocks, 20% bonds, and 15% cash; firm believes the recent powerful rallies have materially lowered expected returns in stocks and bonds, and they are moving to a broadly neutral equity position from modestly overweight; in addition, although the S&P 500 is now at their year-end target and is about 20% overvalued, they continue to see stocks as offering relatively superior returns in a low-yield world."
"Morgan Stanley increases cash allocation : 09:06 ET
Morgan Stanley shifts 5% out of both bonds and stocks into cash, which leaves their new asset allocation at 65% stocks, 20% bonds, and 15% cash; firm believes the recent powerful rallies have materially lowered expected returns in stocks and bonds, and they are moving to a broadly neutral equity position from modestly overweight; in addition, although the S&P 500 is now at their year-end target and is about 20% overvalued, they continue to see stocks as offering relatively superior returns in a low-yield world."
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Pergunta: na bloomberg diziam...
...que uma instituição de money management reduziu a alocação em 5% tanto em ações como obrigações e aumentou liquidez em 10% porque consideravam, pelos modelos utilizados, que os mercados estavam sobreponderados na ordem dos 20%
quem foi??
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quem foi??
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