Commodity Outlook Leads Wells Capital to Favor Non-U.S. Stocks

  • Strategist Paulsen expects producers to gain `pricing power'
  • Leadership seen swinging to industrials from consumer shares

It’s time for investors to consider shifting their stock holdings to overseas markets and away from the U.S. in anticipation of a commodity-price rebound, according to James W. Paulsen, Wells Capital Management Inc.’s chief investment strategist.

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