Graham Secker
Graham Secker
along argue couple difficult equity far hikes life markets people quite rate seem united
Most people think we're in for a couple more rate hikes in the United States. We'd argue that that would make life more difficult for equity markets but so far they seem to be trickling along quite nicely.
fairly news remain retail winners
The retail news was very mixed, there have been winners and losers. It would be right to remain fairly cautious.
companies goes hurt increases input oil pass price question whether
We question whether companies will be able to pass their input increases on. Even if the oil price goes sideways, it will still hurt companies.
continue equity key theme
With M&A still a key theme for equity markets, this methodology can continue to outperform.