"Most investors have only just started to adapt the structure of their portfolios," the note said. "In most instances, truly bold and brave decisions that potentially concern all portfolio components have still yet to be taken."Societe Generale estimates that a 10% reweighting to equities would imply a global portfolio reshuffle of $2.3 trillion.
Wait for a post inauguration pull-back and everyone will be buying that dip for sure. Will the uncertainty of Obama turn into a raging bull market for Trump? We need 3%+ GDP growth for that.