At CityWire USA’s recent West Coast conference, several “gatekeeper” attendees were asked followup questions after a conference survey about views on international equities, high yield bonds, and our perennial favorite — what could take this market out. WCM’s views are captured in this excellent synopsis along with the perspectives of several esteemed colleagues across the industry. As we are always quick to point out, it is important to our process not just to be in touch with what we think but also what everyone else has on their minds.
If you have access to the site, the article can be viewed here. Otherwise, follow this link to read a downloaded PDF version of the article.
Gatekeepers gravitate to international equities, exit high yield | Citywire