Julius takes on the asset class and sector rotation as it played out last week. The relationship between stocks and bonds continues to be in favour for stocks while at sector level, Real Estate seems to be making an interesting move. Julius takes a quick look at the industries that make up this sector to find which ones to prefer and which ones are better avoided.
Finally he wraps up the show with a look at over seas markets highlighting current strength of the US but also pointing to potential outsiders that are worth keeping an eye on.
Connect with Julius:
Email [email protected]
Twitter - https://twitter.com/RRGresearch Facebook -
LinkedIn - https://www.linkedin.com/company/rrgresearch @RRGresearch