UK funds boost US stock holdings to five-year high

22 Oct, 2018

British investors increased their US equity holdings to the highest in at least five years in September, citing positive growth and earnings trends, with a majority doubting that a Trump impeachment would trigger a stock-market crash. Reuters' monthly asset allocation poll of 18 UK-based asset managers was conducted between Sept. 17-26 as the S&P 500 and Dow Jones climbed to record peaks.
Not surprisingly, then, investors boosted their US equity exposure by 1.3 percentage points to 35.3 percent. They also raised their global equity allocation to 52 percent, a four-month high. "We expect US equities to do well in the short to medium term, given positive growth and earnings trends and inflation that is not yet at a level that would force the Fed to kill this cycle by raising interest rates rapidly," said Trevor Greetham, head of multi-asset at Royal London Asset Management (RLAM).
Investors remained relatively relaxed about the possibility of a political firestorm in the United Staes, as Special Counsel Robert Mueller's investigation of Russian interference in the 2016 presidential elections turned up the heat on President Donald Trump. In late August Trump warned that the stock market would crash if he were impeached. But 89 percent of poll participants who answered a question on this did not expect the market to tumble.
"While any impeachment is likely to cause some volatility, history shows making knee-jerk reactions due to short-term noise is a terrible strategy," said Mouhammed Choukeir, chief investment officer at Kleinwort Hambros. Mark Shields, investment director for the multi-asset team at Brooks Macdonald, also pointed out that Trump policies such as tax cuts, which have driven markets higher, were unlikely to be reversed immediately following an impeachment.
Investors remained downbeat about the outlook for the British economy, cutting UK stocks to 20.6 percent, the lowest level since April 2015. Fears of a no-deal Brexit grew in September with the two sides still deadlocked. There was no consensus among investors over whether the European Union and Britain would agree a post-Brexit trading deal by November. Forty percent said they would; 50 percent said they wouldn't.
Some respondents noted that carmakers had triggered contingency plans in the event of a worst-case scenario. "The political and economic variables are increasing rather than falling, with political manoeuvring leading the process. Hardly a constructive investment environment," said Michael Ingram, chief market strategist at WHIreland Wealth Management.
British fund managers also trimmed some of their emerging- market exposure after another turbulent month in which equities hit a 15-month low and currencies such as the Indian rupee and Indonesian rupiah plumbed record or multi-year lows. The main reductions came on the debt side, with emerging-market bonds cut to 18.8 percent from August's 20.5 percent. Emerging-market equities were effectively unchanged at 18.3 percent.
Poll participants who answered a question on the asset class were almost evenly split over whether emerging markets were at the beginning, middle or end of their meltdown.

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