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Via Damien Boey at Credit suisse:
In our latest article “The virus in volatility” dated 24 February 2020, we formally increase our style tilt towards quality, and reduce our exposure to value. ASX 100 long ideas that are broadly consistent with Credit Suisse analyst recommendations include: CSL, RMD, FMG, JHX, CHC, A2M, ALL, CAR, SGP, APA, COH, EVN, SKI, ALQ, MGR, GMG, RHC, SHL, QBE and LLC. Short ideas include: OZL, OSH, BOQ, TWE, LNK, WOR, IAG, DOW, FLT, TPM, SGR, TAH, SUN, ANZ, NHF, BEN, AWC, BLD, VCX and ORG
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.