20 June 2018

Weekly Insights From The FNArena News Desk 18/06/18

Strategists at UBS have been struggling for a while with the share market’s extreme focus on growth stories, combined with a nearly equally as extreme aversion for uncertainty and damaged business models.

But can one continue to pour additional funds in stocks like Cochlear, WiseTech Global and Altium while continuing to avoid AMP, CommBank, and Aveo Group?

Strategist David Cassidy and associate analyst Jim Xu have tried to find a third alternative: “Growth At A Reasonable Price“, otherwise known as GARP. The two have limited their scope to the ASX100 ex-mining & metals and ex-REITs

Click to read the Full Report

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