Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the acf domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/devekinsguinness/public_html/wp-includes/functions.php on line 6170

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the rocket domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/devekinsguinness/public_html/wp-includes/functions.php on line 6170

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the essential-addons-for-elementor-lite domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/devekinsguinness/public_html/wp-includes/functions.php on line 6170
Jasper Falk – Page 8 – Ekins Guinness
cropped-EG-New-Logo-2-1.png
  • Home
  • About Us
    • Introduction
    • Team
  • Funds
    • Multi-Asset : Dynamic Growth Fund
    • Global Equity : Global Sector Rotation Fund
    • Global Growth : Global Investors Fund
  • News & Views
  • Contact Us
Menu
  • Home
  • About Us
    • Introduction
    • Team
  • Funds
    • Multi-Asset : Dynamic Growth Fund
    • Global Equity : Global Sector Rotation Fund
    • Global Growth : Global Investors Fund
  • News & Views
  • Contact Us

Tel: 01264 738989

Author: Jasper Falk

Currency Flash Crash – Stick with long Yen

Reduce Healthcare which is now looking less healthy

Emerging Markets might be the place to be in Equities

Still cautious on Equities; Bonds are a (temporary) safe haven; Still in defensive Global Sectors (Telecoms, Utilities & Healthcare)

Regional Equity Rotation: Still overweight USA and moving back into Asia

Technology in Trouble – Our Global Sector model has already come down to zero

Global Sector Rotation: Our model has increased Utilities & Telecoms and reduced Industrials & Technology

Reducing Equity allocations – this market fall is more worrying than in February

Global Sector Rotation: Still Overweight Oil & Gas, Technology and Consumer Services, but reduced Overweight in Healthcare which is overbought

Mentioned by Merryn Somerset Webb in Financial Times article

← older
newer →
  • info@ekinsguinness.com
  • Twitter
  • LinkedIn
Ekins Guinness LLP is authorised and regulated by the Financial Conduct Authority. © 2020 – 2026 Ekins Guinness LLP. All Rights Reserved.
Important Information | Privacy Policy