AFG’s Market Forecast Project (MFP) is a professional investor sentiment survey designed to help money managers make more informed investment decisions, enhance client communication and provide an edge in the portfolio construction process. The main focus of the MFP is to provide participants investment ideas, macro-economic sentiment and stock market predictions of a large and diverse group of investment professionals to see how other professional money managers in the industry view the market.
Every month MFP participants are asked to share their favorite long and short investment ideas that all participants are able to access. Since the health sector is the most attractive sector to invest in we have provided the long and short ideas from the sector provided by survey participants as well as our thoughts on the investment attractiveness of their stock ideas using AFG’s Economic Margin methodology and valuation techniques. Two of the companies that made the list of best investments according to participants and AFG investment criteria include Gilead Sciences (NASDAQ:GILD) and Johnson & Johnson (NYSE:JNJ).
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To stay updated on how other professional investor's currently view the market as well as their favorite investment ideas, join our Market Forecast Project survey and be among the first to receive the results.