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View the article online at http://citywire.co.uk/wealth-manager/article/a728049

Performance review: why Charles Stanley backs the S&P 500

by Elsa Buchanan on Jan 22, 2014 at 12:01

BUY: Miners

‘There is anecdotal evidence that inventories in China have fallen from higher levels, which could mean a hike in demand, while cost cutting should help the bottom line’

HOLD: Pharma, healthcare and builders

‘We anticipate there is more to come after a good run in both sectors, where we hold Smith & Nephew and Shire. We are also holding on to builders such as Berkeley Group and GKN’

SELL: Food retailers

‘Despite a good run from large caps, 2013 was a consumer-led recovery, and not a sustainable one. We sold out of Sainsbury's in the second half of the year after they did exceptionally well. They are and will be facing headwinds.'

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How is regulation feeding the outsourcing trend?

on Jul 24, 2014 at 10:59

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