In our third edition of Trend spotting we stick with our suggestion at the end of March to up European exposure and we review the recent market moves and macro trends. We comment on the recent strong performance of our growth, quality and momentum styles which we expect to continue and we examine what happened to sectors around the last general election period in 2015, adding some new colour.

28 Apr 2017
N+1 Singer - T3 Trend spotting - Strategy update
Genus plc (GNS:LON), 2,210 | IQE plc (IQE:LON), 9.8 | ZIGUP PLC (ZIG:LON), 328 | Sinclair Pharma (SPH:LON), 0 | Speedy Hire Plc (SDY:LON), 28.8 | Trifast plc (TRI:LON), 68.3 | Xaar plc (XAR:LON), 124 | Bodycote plc (BOY:LON), 603 | Craneware plc (CRW:LON), 2,240 | Victrex plc (VCT:LON), 722 | MJ Gleeson PLC (GLE:LON), 372 | Gooch & Housego PLC (GHH:LON), 614 | GlobalData Plc (DATA:LON), 140 | Avon Technologies PLC (AVON:LON), 2,008 | Churchill China plc (CHH:LON), 625 | Hill & Smith PLC (HILS:LON), 1,815 | Stadium Group (SDM:LON), 0 | Murgitroyd Group (MUR:LON), 0 | Low & Bonar (LWB:LON), 0 | EKF Diagnostics Holdings plc (EKF:LON), 26.8 | Surgical Innovations Group plc (SUN:LON), 0.7 | Synthomer plc (SYNT:LON), 94.6 | DotDigital Group PLC (DOTD:LON), 74.9 | Mporium Group (MPM:LON), 0 | Futura Medical plc (FUM:LON), 7.9 | Servelec Group (SERV:LON), 0 | BCA Marketplace (BCA:LON), 0 | Burford Capital Limited (BUR:LON), 1,064 | Diales Group PLC (DIAL:LON), 21.5 | Jupiter Fund Management plc (JUP:LON), 109 | FD Technologies PLC (FDP:LON), 2,442 | GB Group PLC (GBG:LON), 236 | Gateley (Holdings) Plc (GTLY:LON), 134 | Harwood Wealth Management (HW.:LON), 0 | Eco Animal Health Group PLC (EAH:LON), 60.0 | Severfield Plc (SFR:LON), 36.5 | Kainos Group PLC (KNOS:LON), 735 | NetDimensions (NETD:LON), 0 | Gear4music (Holdings) PLC (G4M:LON), 224 | Gfinity PLC (GFIN:LON), 0.1 | Redhall Group (RHL:LON), 0 | Rathbones Group PLC (RAT:LON), 1,782 | Frenkel Topping Group plc (FEN:LON), 47.5 | Future plc (FUTR:LON), 734 | RWS Holdings plc (RWS:LON), 83.6 | ReNeuron Group plc (RNUGF:OTC), 0

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N+1 Singer - T3 Trend spotting - Strategy update
Genus plc (GNS:LON), 2,210 | IQE plc (IQE:LON), 9.8 | ZIGUP PLC (ZIG:LON), 328 | Sinclair Pharma (SPH:LON), 0 | Speedy Hire Plc (SDY:LON), 28.8 | Trifast plc (TRI:LON), 68.3 | Xaar plc (XAR:LON), 124 | Bodycote plc (BOY:LON), 603 | Craneware plc (CRW:LON), 2,240 | Victrex plc (VCT:LON), 722 | MJ Gleeson PLC (GLE:LON), 372 | Gooch & Housego PLC (GHH:LON), 614 | GlobalData Plc (DATA:LON), 140 | Avon Technologies PLC (AVON:LON), 2,008 | Churchill China plc (CHH:LON), 625 | Hill & Smith PLC (HILS:LON), 1,815 | Stadium Group (SDM:LON), 0 | Murgitroyd Group (MUR:LON), 0 | Low & Bonar (LWB:LON), 0 | EKF Diagnostics Holdings plc (EKF:LON), 26.8 | Surgical Innovations Group plc (SUN:LON), 0.7 | Synthomer plc (SYNT:LON), 94.6 | DotDigital Group PLC (DOTD:LON), 74.9 | Mporium Group (MPM:LON), 0 | Futura Medical plc (FUM:LON), 7.9 | Servelec Group (SERV:LON), 0 | BCA Marketplace (BCA:LON), 0 | Burford Capital Limited (BUR:LON), 1,064 | Diales Group PLC (DIAL:LON), 21.5 | Jupiter Fund Management plc (JUP:LON), 109 | FD Technologies PLC (FDP:LON), 2,442 | GB Group PLC (GBG:LON), 236 | Gateley (Holdings) Plc (GTLY:LON), 134 | Harwood Wealth Management (HW.:LON), 0 | Eco Animal Health Group PLC (EAH:LON), 60.0 | Severfield Plc (SFR:LON), 36.5 | Kainos Group PLC (KNOS:LON), 735 | NetDimensions (NETD:LON), 0 | Gear4music (Holdings) PLC (G4M:LON), 224 | Gfinity PLC (GFIN:LON), 0.1 | Redhall Group (RHL:LON), 0 | Rathbones Group PLC (RAT:LON), 1,782 | Frenkel Topping Group plc (FEN:LON), 47.5 | Future plc (FUTR:LON), 734 | RWS Holdings plc (RWS:LON), 83.6 | ReNeuron Group plc (RNUGF:OTC), 0
- Published:
28 Apr 2017 -
Author:
Singer CM Team -
Pages:
12 -
In our third edition of Trend spotting we stick with our suggestion at the end of March to up European exposure and we review the recent market moves and macro trends. We comment on the recent strong performance of our growth, quality and momentum styles which we expect to continue and we examine what happened to sectors around the last general election period in 2015, adding some new colour.