U.S. stocks have made big gains this year, but global stocks have been more uneven. CNBC Pro asks 15 strategists where they will go in the second half.
U.S. stocks have made big gains this year, but the performance across global stocks has been uneven so far. Japan outperformed, while China incurred losses. U.K. and other European stocks made gains, but still underperformed U.S. and Japanese markets. So where will global stocks go in the second half of the year?
Pro asked 15 market strategists at investment banks and asset managers that question from July 3-7. The respondents also shared their views on how investors should be positioned and what the biggest market risks are. Five of the strategists polled expect global markets to fall, while another five say the stocks will beat their U.S. counterparts. The rest say it depends on market conditions, such as whether the U.S. will fall into a recession.
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