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.
07/10/2019 – Market View: The Week Ahead, Vinci, Defensive Switch, S&P 500 short, Sanofi
- Vinci- Leading infrastructure name
- Defensive switch – Reducing Technology in favour of Gold exposure
- Sanofi – Solid defensive pharma stock
- S&P 500 – Provides portfolio protection and opportunity