In our second edition of “Trend spotting” we note how in the last three weeks the defensive rotation trend has gathered pace and further evidence has emerged of the “relative fading” in the UK economy. However we now see early signs of the “risk on” trend starting to reassert itself in equity markets and we look at small cap laggards plus European exposure as ways to play this.

31 Mar 2017
N+1 Singer - T2 Trend spotting - Strategy update
Genus plc (GNS:LON), 2,015 | ZIGUP PLC (ZIG:LON), 319 | Sinclair Pharma (SPH:LON), 0 | Trifast plc (TRI:LON), 68.0 | Xaar plc (XAR:LON), 102 | Bodycote plc (BOY:LON), 496 | Victrex plc (VCT:LON), 856 | Gooch & Housego PLC (GHH:LON), 404 | Churchill China plc (CHH:LON), 542 | Hill & Smith PLC (HILS:LON), 1,838 | Low & Bonar (LWB:LON), 0 | EKF Diagnostics Holdings plc (EKF:LON), 21.4 | Synthomer plc (SYNT:LON), 93.8 | BCA Marketplace (BCA:LON), 0 | Jupiter Fund Management plc (JUP:LON), 75.8 | Kromek Group Plc (KMK:LON), 5.2

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N+1 Singer - T2 Trend spotting - Strategy update
Genus plc (GNS:LON), 2,015 | ZIGUP PLC (ZIG:LON), 319 | Sinclair Pharma (SPH:LON), 0 | Trifast plc (TRI:LON), 68.0 | Xaar plc (XAR:LON), 102 | Bodycote plc (BOY:LON), 496 | Victrex plc (VCT:LON), 856 | Gooch & Housego PLC (GHH:LON), 404 | Churchill China plc (CHH:LON), 542 | Hill & Smith PLC (HILS:LON), 1,838 | Low & Bonar (LWB:LON), 0 | EKF Diagnostics Holdings plc (EKF:LON), 21.4 | Synthomer plc (SYNT:LON), 93.8 | BCA Marketplace (BCA:LON), 0 | Jupiter Fund Management plc (JUP:LON), 75.8 | Kromek Group Plc (KMK:LON), 5.2
- Published:
31 Mar 2017 -
Author:
Singer CM Team -
Pages:
13 -
In our second edition of “Trend spotting” we note how in the last three weeks the defensive rotation trend has gathered pace and further evidence has emerged of the “relative fading” in the UK economy. However we now see early signs of the “risk on” trend starting to reassert itself in equity markets and we look at small cap laggards plus European exposure as ways to play this.