Top Expert Recommends This Portfolio for Stable Performance in Unpredictable Markets
In the latest market outlook released by DWS, a global asset manager with a broad range of investment strategies, Bjoern Jensch, the global equity market chief strategist, raised fair value estimates for most equity markets due to expected corporate earnings growth of 5-10% over the next 12 months. However, Jensch remains cautious about certain stocks due to stretched valuations and emphasizes the importance of a mix of investment styles for a globally diversified portfolio.
Amidst this, Jensch suggests that investors might want to consider alternative, more diversified global equity portfolios. A globally diversified portfolio is beneficial in any market environment, providing less volatility and higher returns compared to individual investments.
Three specific examples of global equity portfolios that could be considered are the SPDR MSCI ACWI IMI UCITS ETF, L&G Gerd Kommer Multifactor Equity UCITS ETF, and Invesco MSCI World Equal Weight UCITS ETF. These UCITS ETFs, which comply with European Union regulations, are not mentioned as being undervalued or overvalued in the given context, nor are they part of the MSCI World index or having a significant weighting in the U.S. market.
It's important to note that while DWS has reported strong asset growth and performance fees, the available search results do not explicitly mention the specific recommended diversified global equity portfolios from DWS’s October market outlook for investors to consider now. For precise recommendations, you would likely need to consult the original October 2024 DWS market outlook publication directly on the DWS website or their investor communications.
For those interested, the SPDR MSCI ACWI IMI UCITS ETF has the WKN code A40F93, the L&G Gerd Kommer Multifactor Equity UCITS ETF has the WKN code WELT0B, and the Invesco MSCI World Equal Weight UCITS ETF has the WKN code A40G12.
In summary, while Jensch is optimistic about the growth prospects of many equity markets, he also encourages investors to consider diversifying their global equity portfolios to manage risk and potentially enhance returns. The SPDR MSCI ACWI IMI UCITS ETF, L&G Gerd Kommer Multifactor Equity UCITS ETF, and Invesco MSCI World Equal Weight UCITS ETF are examples of such diversified portfolios that could be worth exploring. However, for the most accurate recommendations, it's advisable to refer to the original DWS market outlook publication.
Personal finance Investors might find it beneficial to explore diversified global equity portfolios such as the SPDR MSCI ACWI IMI UCITS ETF, L&G Gerd Kommer Multifactor Equity UCITS ETF, and Invesco MSCI World Equal Weight UCITS ETF, as suggested by Bjoern Jensch from DWS, to manage risk and potentially enhance returns in the current market environment. These investment options, although not explicitly recommended by DWS in their October 2024 market outlook, are examples of diversified portfolios that could be worth considering.
