Equities change: trim industrials, add to materials
We’ve made some updates to the Core Equity Portfolio to take advantage of some changes in stock pricing. We’ve taken some profits in industrials that have shown the ability to pass on increases in materials costs to customers, and reinvested in materials that should be supported by increases in Chinese economic stimulus.
Clients who are logged in can access the updated model portfolio files and standard text from our downloads page, and will see the full details of the portfolio changes and suggestions for implementation below.
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