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.
19/11/2018 – Market view: Gold, Green REIT, Pfizer, C&C
- Invesco Physical Gold ETF – The safe haven asset
- Green REIT –Recent correction provides opportunity
- Pfizer – Longer term potential in our preferred sector
- C&C- 18.5% upside to our fair value