The constant swirl of macro noise will likely lead to more market gyrations over the next few months. Despite the overall sense of cautiousness, any severe swings will be trading opportunities for companies with sound fundamentals in an otherwise subdued economic backdrop. The pace of earnings growth across the market remains uneven and we urge investors not to be complacent with market stalwarts. We highlight a number of ex-100 exposures which we think will provide the highest risk-adjusted return over the next 12 months. Access our nine ex100 stock picks for October here: (VIEW LINK)


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