Equity Monthly
Investment Solutions - Equity Portfolio Management
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LO Asia for internal use only
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Dear colleagues,


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.

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

Best regards,

The Investment Solutions Equity Portfolio Management Team


For external distribution:

The publication is available for subscription on the CRM Publications module.

For additional informations, please contact M&C Publications / coordinator Hotline: 2300 – mcpublication@lombardodier.com.