From Forbes: Here’s how big money is protecting themselves and will position themselves to make money even in dire straits. From Barclays’ Global Outlook, published Thursday.
Equities Forecast It’s till too early to adopt a more aggressive position in European equities. While we remain cautious in the short term, we see some value for investors with a long-term horizon.
For Central Eastern Europe, Middle East and Africa (CEEMEA) equities, we think positively skewed event risk will restore a degree of risk appetite this summer. However, markets will likely drift until 4Q12.
In the U.S., we expect a rally later in the year driven by stabilization in the global growth outlook, lower earnings expectations and election optimism. But expect volatility to stay elevated for the rest of year, as the European crises shows no sign of abating…
Wait, wait…there’s more at. http://www.forbes.com/sites/kenrapoza/2012/06/21/how-savvy-rich-investors-are-preparing-for-more-global-stress/