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    YXT.com

    MCap

    USD127m

    Last close

    USD23.43

    ▲ 20.23 (632.19%)

    Northern Data Group

    MCap

    EUR486m

    Last close

    EUR6.28

    ▲ −1.28 (−16.88%)

    Bodycote

    MCap

    GBP1,572m

    Last close

    GBP9.14

    ▲ −9.00 (−0.98%)

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Market Strategy – October 2013

Market Strategy – October 2013

Interview with our strategist Alastair George, who discusses his view that there is now too much optimism built into equity markets as high valuations sit uncomfortably with slowing corporate revenue growth. Although the temptation to reach for returns by sacrificing liquidity and quality may be strong, it should be resisted, and instead investors should consider stress-testing portfolios against adverse moves in markets, profit margins and growth as we approach 2014.

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