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Jasper Falk – Page 7 – Ekins Guinness
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Tel: 01264 738989

Author: Jasper Falk

Bonds now have even poorer Value Yield but still too early to sell

Report: Global Sector Rotation – reduction in Financials and Consumer Goods with Value, Momentum and Overbought/Sold Scores for individual stocks

Published latest Global Investment Strategy

Close underweight in Global Healthcare which is hugely oversold on a relative basis

The strong Bond markets are not overbought or at turning points yet

Overweight Global Utilities again

Why the Ekins Guinness model is long Sterling

Bond markets have done their job for now but don’t get too carried away in equity markets

Rotation back into Global Technology

Opportunities/Risks in Global Healthcare, Utilities and Consumer Services

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