KM Financial Solutions | LIVE MARKETS-Heartwood prefers commodities over stocks on reflation play
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LIVE MARKETS-Heartwood prefers commodities over stocks on reflation play

LIVE MARKETS-Heartwood prefers commodities over stocks on reflation play

Jan 23 (Reuters) – Welcome to the home for real time coverage of European equity markets
brought to you by Reuters stocks reporters and anchored today by Julien Ponthus. Reach him on
Messenger to share your thoughts on market moves: julien.ponthus.thomsonreuters.com@reuters.net

HEARTWOOD PREFERS COMMODITIES OVER STOCKS ON REFLATION PLAY (1543 GMT)
Heartwood Investment Management is sticking with its neutral view on equities – a position
that can’t be easy to hold in this exu

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