Dear Investors, Please find below the latest edition of the Equity monthly as of November 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.
- We present our sector preferences on page 5.
- Our emerging markets model is outlined on pages 4 and 6.
- We recommend adding to emerging markets.
Best regards, The Investment Solutions Equity Portfolio Management Team |