Andrew Smith highlights that reflationary investments have been the mantra so far this year. He believes that the "reflation" trade has run its course, as emerging markets have seen a declaration in economic momentum. Smith says his cyclical sectors to watch are energy, financials, materials and industrials.
25 Mar 2021
Market On Close
24 Jan 2022
Market On Close
07 Jan 2022
Market On Close
07 Jan 2022
Market On Close
03 Feb 2022
Market On Close
14 Jan 2022
Futures
11 Jan 2022