Contrarian Investor: Quality rules… or does it?
Is the FTSE 100 a classic cyclical play or a quality stock lover's nirvana? The index is seen by many as an overly cyclical index, which is dependent on interest rates and oil prices, but the contrarian investor might take a different view.
The FTSE 100 arguably boasts a world class collection of quality stocks, with relatively low levels of volatility and decent returns. I recently analysed five classic quality stocks (Reckitt, BAT,...
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