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Enigma Investment Radar – Page 6 – Ekins Guinness
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Tel: 01264 738989

Category: Enigma Investment Radar

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

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

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