Could April Be a Good Time to Take Investment Gains?

Where are the best investment opportunities in the world right now? Coutts Private Bank reveals where it thinks markets are looking overvalued and where still is attractive

Coutts 7 April, 2015 | 3:43PM
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Morningstar's "Perspectives" series features investment insights from selected third-party contributors. Here, Alan Higgins, UK CIO for Coutts gives his current market views. 

After the strong run in European and Japanese equities since October last year, valuations are looking stretched in some markets. What’s more, our analysis shows that the ‘Sell in May’ rubric has a decent track record and, if history is anything to go by, April could be a good time to trim equities.

We think it makes sense to reduce overweight positioning in global equities and focus on areas of better value – markets or sectors that have lagged in the recent rally and should have greater upside.

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Coutts  Coutts provides customised solutions for clients private banking and wealth management needs.

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