Enigma Investment Radar – Page 3

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Enigma Investment Radar – Page 3 – Ekins Guinness

Tel: 01264 738989

Category: Enigma Investment Radar

Still Overweight Basic Materials: Sector has performed very strongly but is still cheap and not too overbought

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

GBP remains our favoured currency

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

Global Sector Strategy : Still very concentrated in Technology, Consumer Discretionary & Industrials