After a relatively benign reporting season in February we ask Justin Braitling, CIO of Watermark Funds Management, what his expectations are leading into...
After a relatively benign reporting season in February we ask Justin Braitling, CIO of Watermark Funds Management, what his expectations are leading into August results. Braitling says he has viewed the recent string of downgrades in the retail sector as a warning shot on the underlying strength of the economy. He is cautious on industrial and media stocks particularly given the strong run in these parts of the market. Whilst he expects most companies to report in line with expectations Braitling says outlook commentary could weigh on the market. You can hear his views in this short video:
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