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Your Editor On Switzer: Small Cap Industrials Outperformers

FNArena Talks | Oct 12 2015

While many a commentator is focused on how equity markets are coping with issues such as the Fed's first interest rate hike and the outlook for China/Emerging Markets, FNArena Editor Rudi Filapek-Vandyck tells host Peter Switzer his analysis shows smaller cap industrials do not seem to care much about these external macro concerns.

Having said so, it is also his observation that many of the smaller cap outperformers are now running "hot" and probably "too hot".

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