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.
15/07/2019 – Market view: The Week Ahead, Tullow, FedEx, JP Morgan, Brexit exposed industrials
- Tullow – Guyana catalyst could see a 20% move short term
- FedEx – Priced for a recession creates an opportunity to accumulate this e-commerce giant
- JP Morgan – Upcoming earnings catalyst can see the stock move higher
- Brexit Exposed Industrials – “No-Deal” risk building