Three Unrelated Ideas

Saturday, July 14th, 2018 Categories: Corporate Bonds, Global Equities, Healthcare, Sector Strategy

Japanese Equities, US High Yield and Healthcare

Our models suggest that investors have decided to use Japanese rather than Eurozone Equities, as a way of funding their increased exposure to US Equities. US High Yield may be about to lose its #1 position in fixed income. Healthcare is about to be upgraded to overweight in the US and Europe. It is largely unaffected by the threat of a trade-war.

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