Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
Rotork - Preparing for acceleration
Rotork is ensuring the pillars are in place to deliver growth. The H118 report demonstrated end-market support, with order book growth across all...
Rotork - Investment driving growth
Rotork delivered broadly in line with FY17 expectations. Order book growth was encouraging while FY17 adjusted operating margin moved up from H117...
Positioning for growth
Rotork is taking decisive steps to determine its future size and shape. The company is not in a holding pattern awaiting a new CEO. Executive...
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