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