Equity Monthly
Investment Solutions - Equity Portfolio Management
 
 
Location External Use Details
LO CH
LOESA
LO Asia for internal use only
Other Ext. Offices Please check with local compliance officer.
 please refer to your local cross border rules
 
 

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.