Slater says that at the moment his fund is leaning towards a continuation in the rally of
global cyclical stocks that have surged since the US presidential election and are reducing their shorts at the margin.
Not exact matches
With investors more interested in
cyclical stocks that do well when the
global economy is growing, CNBC's Jim Cramer revisited Coca - Cola to check on the beverage maker's prospects.
Morgan Stanley chief US equity strategist Michael Wilson warned in a report on Sunday that «2018 will mark an important
cyclical top» for US and
global stocks, led by a «deterioration» in the credit markets.
Bottom line: We believe non-U.S.
stocks, particularly
cyclicals, offer rewards given our expectations for sustained, above - trend
global growth, relatively attractive valuations and accommodative central banks.
If Chinese investors become serious buyers of gold, their purchases are likely to be contra -
cyclical to China's
stock market — and, thus, to
global stock markets as a whole.