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Q3 Outlook and Top Ideas

The global macroeconomic environment materially deteriorated in May-June. This was countered by a significant change in monetary policies globally towards an ultra-dovish central banking stance, which led to a breakdown in USD and stealth rally in defensive interest rate sensitive sectors (Utilities and REITs) while cyclicals underperformed. In Q2, our outlook was overweight on Medtech/Biotech with a view that it’s a sector where under-the-radar sustainable growth opportunities can be found irrespective of a macroeconomic slowdown. This view paid off beautifully with incredible returns. We thrive by always seeking answers in the early stages of an investment opportunity or cyclical turn. Our Q3 Macroeconomic Outlook and Top Investment Ideas is available now.

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ACTIONABLE STOCKS

Aerovironment, Inc. ($55.89) – Aerospace Airline – AVAV shares moved today lower in response to earnings, breaking a double bottom to at $60 before continuing lower to $56. Today’s decline marks a third consecutive sell signal and a 52-week low for the Low Ranked stock. AVAV has been in negative trend since March 2019 and Read more ➝

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ETF Spotlight: Equity Income ETF Ideas

US Interest rates (see chart below) have fallen to their lowest level in close to two years, making it a tricky environment for investors who require steady income.   US interest rates are falling again, making income-foused investors uneasy. Here we provide ideas for tapping into equity income by using ETFs.  As we know, equity Read more ➝

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