Opportunity in the Detail

Thursday, June 13th, 2019   Categories: , ,

Listen to the market. It has lots of ideas.

Even if the macro outlook is uncertain, there are still several important messages that can be gleaned from the detail of our equity sector models. The three we highlight concern US Energy, Global Utilities and European Consumer Goods. Our models can never prove any investment thesis, but they can suggest interesting lines of enquiry.

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