As investors ponder how — and where — to invest in this uncertain climate, CNBC Pro asked market experts how they are positioning before the year-end.
'Capitalize on the shifting market dynamics' The fourth quarter is starting hot on the heels of central banks' rate easing cycle.
"There is an interesting valuation point about U.K. equities, and given recent positive economic surprises that present potential upsides, we feel this is an attractive market."
"International investors owning U.K. equities and not hedging the currency, either win on the currency strength gains or win on the equity market."
Other markets Beyond the U.K., Hechler-Fayd'herbe sees potential in emerging markets such as Taiwan and South Korea.
Persons:
Kevin Teng, Teng, —, Europe —, he's, Morgan Stanley, Lombard, Nannette
Organizations:
Equity, CSI, Treasury, Wrise Private Singapore, CNBC Pro, U.S . Federal Reserve, People's Bank of China, Nvidia, Nasdaq, EMEA, CNBC, Bank of England, International
Locations:
Asia, East, Europe, Hong Kong, China, U.S, Swiss, Taiwan, South Korea