Quality versus growth

Is it time to rethink your investments as markets start to rotate from defensive to cyclical companies?
Thursday 24 Nov 2016 Author: William Cain
Earnings in the US bucked a six quarter trend of declines in the three months to 30 September 2016 and there is increasing optimism about corporate profitability in Europe too. Buoyed by an improving earnings outlook and now an increasingly pro-growth agenda for government spending in a number of countries, including the US under Donald Trump, investors have started to change tactics. This is relevant to the UK market...

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