The Chief Strategist: Jyske Bank changes equity strategy

October 16, 2017
The main focus this week will be on Q3 earnings reports, China data and US taxes. 

And then Jyske Bank has a new equity strategy: "Late-cycle optimism.” 

Equity markets have remarkably resilient and high performing in 2017. In some ways valuations resembles late-cycle, but performance are early-cycle like.

Healthcare reduced to Neutral, and Industry raised to Overweight.