I chuckle as I write the title for this commentary for the very simple reason that it is a line heard so often on the sales and trading desks on Wall Street. We can get a sample of “what the smart money is thinking and doing” from a very recent Bloomberg Poll. Be mindful that those polled represent a global random sampling of 1,263 Bloomberg subscribers.
Would you like to know what they think of the following?
1. Which national markets will offer investors the BEST and WORST opportunities over the next year?
2. What asset class will offer the BEST and WORST RETURNS over the next year?
3. What do those polled think of their regional economy, the U.S. economy, and the global economy?
4. Where will the U.S. dollar stand relative to the Euro three months from now?
5. How do these global investors intend on shifting their exposures across asset classes over the next six months? (I find this question to be particular...
