Equity Strategy: Defensive with a twist
Equities: New sectoral recommendations and targets from Jyske Bank:
Jyske Bank still retain a defensive bias in the equity portfolio, but they add a twist in the form of raising materials equities.
The equity market will in the next 12 months offer modest increases in the US and Denmark, while Europe, Japan and Emerging Markets look more positive.
Jyske Banks Senior Strategist, Ib Fredslund Madsen, presents the new equity strategy from Jyske Bank.
