Deryn Knott

Short term view on valuation grounds. Bullish consumer, bulk resources, industrials, insurance, Neutral banks, healthcare, telco, IT, energy, gold. Bearish property trusts. Long term on structual themes - Bullish banks (GDP+ growth), insurance (rising rates), IT (becoming a business staple), healthcare (aging population), consumer (improving confidence), industrials (economic recovery), telco (shift to video communication and downloads). Neutral bulk resources (plateauing China growth), property trusts (rising rates), energy (shale gas replacing oil). Bearish gold (rising cost of carry and reduction of risk premia).


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