Top picks from Jamie Murray, portfolio manager and head of research, Murray Wealth Group
Jamie Murray, portfolio manager and head of research at the Murray Wealth Group, shares his outlook on global equities.Tariffs are front and center of investors mind. Underneath the data, we see more challenging employment data with housing supply on the rise. This could set up conditions for a market pullback but also lower inflation and interest rates.
on 2027 numbers, a level that can sustain while profit more than doubles. We hold shares in our MWG Global Equity Growth Fund.This is a deep value income play on the luxury market. The company’s sales have declined by 15 per cent the past two years on weakness in its Gucci brand and luxury market malaise. The opportunity lies initially on the margin side.
margins have declined from the mid-30 per cent range to the high-20s. We believe Kering can right-size its inventory and capital base to improve margins back into the 30 per cent range. On the sales front, we believe the market is bottoming. With Gucci, the departure of fashion director Sabato De Sarno is the right move as move towards a classic leather-forward style failed to resonate with consumers. We have seen this brand rise from the dead twice before. Longer term, growth in houses Yves St.
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