June shakes equities, but it’s time to nibble at US stocks again – Corion’s David Bacher

After being underweight stocks, and US shares in particular, Corion Capital’s David Bacher says investors should act like the proverbial Man From Mars and recognize the value now on offer. In reviewing the monthly Corion Report, which unpacks market and fund performance of the past month, Bacher says his firm had moved back to neutral weighting and from a focus on South Africa to offshore. Learn more about your ad choices. Visit megaphone.fm/adchoices