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.
Weekly Trader – 13/01/2020
- Carnival added to the Core Portfolio
- Renewables and ESG thematic investment
- ISEQ – Reduce exposure after a strong 2020
- BT Group added to the Core