Black Friday is Now! Don’t miss out on up to 60% OFF InvestingProCLAIM SALE

European funds cut U.S. exposure after Fed; raise global bond holdings - Reuters poll

Published 22/12/2015, 12:08
© Reuters. A trader is pictured during a trading session on the trading floor of Frankfurt's stock exchange
BNPP
-

By Sujata Rao

LONDON (Reuters) - European funds cut their allocations to U.S. stocks and bonds in December as the Fed kicked off its rate rise cycle, but holdings of debt in global portfolios rose to 2-1/2-year highs, a Reuters poll showed.

The poll of 16 European asset managers was conducted between Dec. 15-21, coinciding with the U.S. Federal Reserve's Dec. 16 interest rate rise, its first in nine years.

While the Fed move showed confidence in the U.S. economy, scepticism prevails about a sustained global recovery. Weaker growth in China is dragging down other emerging markets, while in the United States too, dollar strength has brought industrial growth to a near-standstill.

The share of equities in global balanced portfolios in Europe dipped 2.5 percentage points from November to 45.2 percent, the poll showed. This was the lowest allocation since September, which in turn was a nine-month low.

"(U.S.) rate hikes are occurring way too late in a cycle that is already ebbing," said Raphael Gallardo, asset allocation strategist at Natixis.

"If the Fed hikes more than twice in the first half of 2016, it might trigger a downturn in the second half, with potential financial tensions in equity and credit markets."

The Fed is expected to raise rates again in March 2016 but move very slowly after that, Reuters polls show.

Holdings of U.S. equities dipped almost one percentage point to 36.5 percent while U.S. debt allocations were steady after being cut gradually since September.

"We see the possibility of a cyclical uptrend in 2016, against an overall economic backdrop that remains fragile and that points toward structurally lower growth," said Giordano Lombardo, chief executive and group chief investment officer at Pioneer.

"We are moderately positive on risky assets, especially equities, but risks of "tail risks" events are on the rise," he added.

More broadly, bonds benefited, with global allocations rising to 39 percent, the highest since July 2013 and up more than two percentage points from November. Bond holdings were 35.5 percent at the start of 2015.

Some of the disenchantment can be attributed to the European Central Bank, which extended its asset purchase programme early in December but did less than investors had expected.

Euro zone bond holdings dipped to 50.3 percent, the lowest level since January 2015.

UK stocks and bonds were in favour, rising two and one percentage points respectively.

Despite tentative signs of improvement in battered emerging economies, investors remained wary, noting stagnant world trade, high debt levels and weak commodity prices. Crude prices have hit 11-year lows this week.

For Joost van Leenders, chief economist for multi-asset solutions at BNP Paribas (PA:BNPP) Investment Partners, it still boils down to what the Fed will do.

© Reuters. A trader is pictured during a trading session on the trading floor of Frankfurt's stock exchange

"Risks are still in high leverage in China and some other emerging markets, and also in uncertainty around the U.S. tightening cycle and its impact on the dollar," he said.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.