Equity Monthly
Investment Solutions - Equity Portfolio Management
 
 
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Dear colleagues,

 

Please find below the latest edition of the Equity monthly as of October 2019.

 

Key Highlights

  • This month we continue to recommend a balance between cyclical and defensive names.
  • Volatility in bond yields is causing ongoing sector rotation.
  • Equity indices once again testing highs of the year.
  • We present our sector preferences on page 5.
  • Our emerging markets model is outlined on pages 4 and 6.

Do not hesitate to contact us for additional information or for feedbacks.

Best regards,

The Investment Solutions Equity Portfolio Management Team
 
 
 

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