Mark Matthews

earnings forecasts: Market rotation signals IT and consumer staples as emerging leaders: Mark Matthews

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earnings forecasts: Market rotation signals IT and consumer staples as emerging leaders: Mark Matthews

“If you look at the consensus forecast for the fourth quarter and then this first and second quarter of next year, they bounce back up to 10%,” says Mark Matthews, Julius Baer.In the second half of this year, apart from US election, what else could be at play? What do you think could be the … Read more

stock market: How should investors trade in a faltering global market? Mark Matthews answers

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stock market: How should investors trade in a faltering global market? Mark Matthews answers

“One of the things that they are pointing to and Mr Dudley mentioned, is the rise in credit card delinquencies. But those people who are delinquent are lower middle class, a little bit of the middle class,” says Mark Matthews, Julius Baer.What is your sense of the kind of fall that we have seen on … Read more