Soc Gen Says Time is Right for China Stocks and Emerging Bonds

Strategists at Societe Generale, who identify market timing signals using quantitative models, believe it’s time to reduce allocations in global equities “as dwindling expected returns indicate the end of the current bull market isn’t far off.” This according to a recent Bloomberg article. The bank further asserts that Chinese equities, euro-zone fixed income and emerging market bonds will deliver the highest returns over the next 12 months. But the team—led by the bank’s Paris-based head of global asset allocation Alain Bokobza—says this will be accompanied by “some of the highest expected levels of volatility of any asset anywhere in the […]