Jasper Falk – Page 4 – Ekins Guinness

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Jasper Falk – Page 4 – Ekins Guinness

Tel: 01264 738989

Author: Jasper Falk

Increasingly Overweight Financials which are benefitting from steepening yield curve

Zero in Consumer Discretionary Sector – in clear relative downtrend and still dangerously expensive

Still Overweight Industrials which have good relative momentum and also fairly cheap

TB Enigma Dynamic Growth Fund: +3.0% in April, +6.8% Year-To-Date and +27.8% over 12 months

GBP remains our favoured currency

TB Enigma Dynamic Growth Fund +9.8% in November

Modest switch from Technology into Financials

Report: Major Sector Rotation taking place but still at a very early stage

Moving out of Basic Materials and back into Industrials

Asia is the most attractive region