CYB has gained some momentum recently - where to next?
Direct From The Desk – I took a quick look at CYB today and outlined some of the reasons why it’s been strong in recent times – largely comes down to interest rate expectations in the UK and they’re highly leveraged to it. A 1% hike in rates in the UK gives CYB earnings a +30-40% boost. We have 10% of the MM Platinum Portfolio in CYB and enjoying the ride. I cover our target level in the update below.
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James is Director & Lead Portfolio Manager at Market Partners - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
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James is Director & Lead Portfolio Manager at Market Partners - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors. James is also Portfolio Manager &...
Expertise
James is Director & Lead Portfolio Manager at Market Partners - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors. James is also Portfolio Manager &...
Expertise
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