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Equity Monthly
Investment Solutions - Equity Portfolio Management

Dear Investors,

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

Key Highlights

  • This month we continue to recommend a balance between cyclical and defensive names
  • The sector rotation that begun in August is continuing to gather pace
  • 2019 has been a stellar year for equity market returns, 2020 is likely to be more challenging
  • With the UK election now behind us, we recommend adding to UK equities
  • We present our sector preferences on page 5.
  • Our emerging markets views outlined on pages 6 and 7.

Best regards,

The Investment Solutions Equity Portfolio Management Team

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