Offshore Investment
- Underperformance of formerly-called-defensive sectors like consumer staples and health care increases the attractiveness of other defensive plays like energy and telecom.
- Tuesday, October 26 - 2004 at 17:04 |
- We still recommend to reduce the beta exposure by overweighting sectors like telecom and energy and reduce cyclicals and high beta sectors.
- Monday, October 18 - 2004 at 14:51 |
- We stick to our cautious stance on the equity markets and still prefer the more defensive sectors like energy and telecom.
- Tuesday, October 12 - 2004 at 09:38 |
- The sharp rise in oil prices, caused by the unrest in Nigeria and fears for the impact of hurricane Jeanne, drove markets lower last week.
- Tuesday, October 05 - 2004 at 08:30 |
- Yields were quite stable over the week despite the rather upbeat comments of Fed chairmanGreenspan.
- Thursday, September 30 - 2004 at 15:46 |
- We stick to our defensive stance as our economic scenario still suggests a further slowdown in economic growth for the rest of this year and subdued growth in 2005.
- Monday, September 27 - 2004 at 15:49 |
- Fundamental weakness and the prospect of slowing economic growth confirm our defensive strategy for equities.
- Monday, September 20 - 2004 at 14:54 |
- Our macro economic scenario suggests a slowdown in the second half and next year, which is the main reason why we stick to our gradual move into defensive sectors.
- Monday, September 06 - 2004 at 16:13
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This content in this section was prepared by the research department of MeesPierson and Fortis Global Markets. This document does not constitute financial advice. If you require such advice, you should seek appropriate professional advice.
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