Equity Monthly
Investment Solutions - Equity Portfolio Management
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LO Asia
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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
  • 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.

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.