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
