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Stocks: the best safe haven

Aug 10 2010 12:14

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Johannesburg - Stock markets in the developed world will provide the best safe haven on a currency hedged basis as the impending Group of Seven government debt crisis unfolds, international chief investment officer at Nedgroup Investments Kevin Burrows said on Tuesday.

In a report on the outlook on asset classes, he noted the only problem is that investor sentiment is not yet completely "bombed out" as a contrarian indicator and valuation measures do not look exceptionally undervalued.

"Moreover, the technical charts do not look healthy. That said, I would be looking to move to neutral from our current underweight stance on equities on any further weakness," Burrows said.

Sovereign debt problems continue to weigh heavily on markets despite positive economic data coming out from some countries.

On bonds, Burrows said he was uneasy with holding G7 government bonds due to the increasing threat of debt monetisation. He expects the European government bond markets to be under increasing pressure.
 
"Within governments, strong fiscal discipline seems to be only found in the emerging markets," he said.

Most analysts expect interest rates to remain low for some time, both in South Africa and globally.

Burrows said with inflationary pressures subsiding in the G7, interest rates should remain low for a while. He explained what this implies for cash and currencies.

"Most of the greatly undervalued currencies remain in the emerging markets; local currency debt continues to be an attractive way to play this revaluation theme," he said.

Burrows recommended in the report a modest overweight in investment grade and emerging market bonds depending on an investor's risk profile.

He added that alternatives and hedge funds warrant a place in a portfolio to provide some measure of downside risk protection compared to stocks. 

  - I-Net Bridge
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