Gartmore's Roger Guy and Guillaume Rambourg are predicting a brutal sector rotation between cyclical...
Gartmore's Roger Guy and Guillaume Rambourg are predicting a brutal sector rotation between cyclicals and defensives across Europe in the coming months. The managers of the European Selected Opportunities, Continental Europe and European Absolute Return funds say economic and corporate news from the continent is bleak, and expect a dreadful first quarter reporting season for European companies. As such they are reluctant to call the beginnings of a recovery any time soon. "Although there has been less bad news emerging lately, it may be premature to conclude that we have embarked upon...
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