Andrew Garthwaite

Andrew Garthwaite has been quoted 4 times. The one recent article where Andrew Garthwaite has been quoted is Surprise bond yield surge is coming, buy bank stocks, says Credit Suisse's Garthwaite. Most recently, Andrew Garthwaite was quoted as having said, “Normally, cyclicals outperform when bond yields rise, but U.S. cyclicals already seem to be pricing in a 2.4 percent U.S. 10-year yield; valuations are expensive in the U.S. ... Hence, we prefer to play rising yields through financials.”.

Andrew Garthwaite quotes

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Thus, we can envisage a set of circumstances under which this election result is positive for equities, although we would caution that markets tend to overreact to political shocks.

We remain underweight U.S. and European regulated utilities. To us, this sector is a disrupted bond proxy facing greater-than-realized regulatory risk.

Normally, cyclicals outperform when bond yields rise, but U.S. cyclicals already seem to be pricing in a 2.4 percent U.S. 10-year yield; valuations are expensive in the U.S. ... Hence, we prefer to play rising yields through financials.

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