Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.
Key takeaways:
- In our opinion, geopolitics has created volatility for equity markets as the combination of escalating trade tensions, tech wars, elections and Brexit could slow global economic growth.
- Against this backdrop, we believe it is all the more important to take an active investment approach and focus on companies with secular growth drivers.
- However, we also think long-term growth opportunities exist throughout the market, even among traditionally cyclical sectors.
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