Enthusiasm for European equities fading

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Despite continuing to be the most popular asset class, equities have gradually lost ground. European equities in particular have become less popular, according to the latest Asset Allocation Consensus data for August 2014, published by Alpha Research.

The monthly survey, conducted among 47 asset managers revealed that the overweight percentage for equities has dropped from 84.2 to 83.3%, European equities fell from 78.6% to 65.1% over the past two months.

Meanwhile, exposure to real estate continued to decline, with the percentage of managers rating it at overweight dropping from 42.9% to 30.4% compared to the previous month.

In terms of sector allocation, respondents continue to see the most attractive stocks in information technology, industrials and financials while consumer stables, energy, utilities and telecommunications are seen as least attractive, views on healthcare and consumer discretionary improved to overweight.

The full report can be accessed here 

 

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