2019 US Equity Outlook: The Return of Risk
Comment of the Day

November 23 2018

Commentary by Eoin Treacy

2019 US Equity Outlook: The Return of Risk

Thanks to a subscriber for this report for Goldman Sachs which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

At The Chart Seminar we talk about how the majority of people predict markets. The simple answer is we tend to predict what we see. Over the course of the last eight weeks a very notable rotation into higher quality companies has been underway. Interest rate sensitive businesses have been the big decliners while those angled towards the consumer, with long records of dividend increases have been the clearest outperformers. Since that is what has been working it is the easiest prognostication to think it will persist.

Click HERE to subscribe to Fuller Treacy Money Back to top