Jasper Falk – Page 12 – Ekins Guinness

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Jasper Falk – Page 12 – Ekins Guinness

Update: Long term underperformance of Utilities could be ending

Update published on opportunity in World Basic Materials Sector

Latest Global Investment Strategy Update and Chartbook published

UK Election drop in Sterling hasn’t yet disrupted positive trends in Sterling which remains 18% cheap versus USD

Ekins Guinness to launch its first pooled fund – the TB Enigma Dynamic Growth Fund

Report published comparing opportunity/risk in UK Financials with Global and US Financials

Switched from global equities into bonds in early August 2015. Major switch post EU Referendum from bonds back into equities in July and August 2016

Went long Yen/USD in January 2016 at 118, neutral at 104 in October and then short Yen in November

Regional allocations came out of Japanese equity market completely in March 2016 when it became expensive and lost momentum. Moved back into Japan in October

Moved back into Emerging Markets in March 2016 for the first time since October 2014, and simultaneous significant allocation to Asia ex Japan. Both reduced significantly in November 2016

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