The asset rebalancing out of bonds and into stocks that I've talked about appears to have started. I believ this overall movement out of bonds and into stocks will continue I've the next 6 months. So how does one invest accordingly? You need to sell your bond funds and buy U.S stock. Specifically I would focus on buying the financials and the asset managers because they will be the biggest benefactors of this investment reallocation.
Some names to think about are,
Citigroup, T. Rowe Price, Etrade, Bank of America, and KKR.
Food for thought
