On Mondays, we release our Weekly Trader in which we outline key themes driving market sentiment, a review on critical developments within our preferred sectors, equities commentary and market-moving stories to start the week. Our in-house Investment Committee meets on a weekly basis to craft this strategy, aimed at allowing our clients to dynamically position portfolios and to take advantage of market developments.
12/08/2019 – Market view: The Week Ahead, Phillip Morris, GVC Holdings, Engie, Defensive funds
- Market view – Volatility is back for financial markets
- Philip Morris – Solid growth expected over the medium term
- GVC – US opportunity grows
- Engie – Europe’s leading utility company
- Defensive fund options