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
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