Where are all the good ideas?

Wednesday, June 6th, 2018   Categories: ,

Without them, equities may struggle this summer

There are very few sectors or countries which currently offer a better than 50% chance of beating the local risk-free, which is one of the reasons why we think that global equities will struggle over the summer. The UK has the highest concentration of winners. Healthcare and Utilities garner most mentions across all regions.

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