Parlour Games with Volatility
Wednesday, March 8th, 2017 Categories: Financials, Industrials, Sector Strategy, Volatility
Curious and unsustainable sector effects
The new ultra-low volatility regime throws up some curious implications for equity sectors. Who knew that US Technology and EU Industrials are now attractive to risk-averse investors? What about Healthcare, which could deliver significant returns if investors were just prepared to give it the benefit of the new paradigm.