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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...

In addition to the articles and research notes
that appear on this site spotlightideas is
available for commission work where unique,
sole ownership analysis will be prepared...

There is no formulaic approach to
evaluating an opportunity or situation. The
concept behind macro ideas is “What if?”
Global/Regional/national situations...

Picking Equity Sectors In 2018

Tuesday January 2nd 2018

images/uploads/SPL Indices Cyclical- Defensive 02-01-18.pdf

  • High expectations of a good equity market in 2018
  • What will be the appropriate mix of equity exposure?
  • Spotlight Indices has embraced a new psychology
  • Look for ongoing “cyclical” and “sensitive” exposure 

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