Enigma Investment Radar – Page 7

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Enigma Investment Radar – Page 7 – Ekins Guinness

Tel: 01264 738989

Category: Enigma Investment Radar

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

Start reducing overweight in USA which is very extended versus other regions

Zero in Emerging Markets since mid-May and still too early to buy back

UK Sector Model moving back into Consumer Goods

Published Global Investment Strategy Highlights (asset allocation, global sector strategy, regional equity strategy and currencies)

Major Reduction in Global Consumer Services Sector

Update on Global Equity Strategy published to clients

Closing short in Turkish Lira