cyclical

Naheed Rahman

Growth vs value is a well-documented discussion in stock investing. It describes two fundamental approaches or styles to investing where in a basic sense, the growth approach seeks to invest in companies that exhibit strong growth characteristics (whether this be in the sales, earnings and/or cash flow of a company),... Show More

Nikko Asset Management Australia

We continue to see signs that the global industrial cycle is turning and this appears to be reflected somewhat in equity market performance, with a more risk-on pattern emerging and the stellar run from defensive income trade/low volatility trade underperforming recently. Earnings expectations for cyclical companies are so low that... Show More