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Sign In(1) In and out of fashion. (2) Dividend yielders are out. (3) Retailers are pricey. (4) European shares have upside in revenues, margins, and P/Es. (5) Crises in some EMs turn into buying opportunities. (6) Some upbeat data made in China. (7) Commodity prices still flat-lining. (8) Energy and Materials likely to remain underperformers. (9) Global warming for investors. (10) Downgrading Consumer Discretionary to market weight. (11) Upgrading IT and Health Care to overweights.
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