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Articles tagged as

defensives

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  • Technical Strategy
July 26, 2019

Swap Exposure to Cyclicals From Safety Stocks...NOW

It’s time for investors to position their portfolios for the change in leadership just beginning to take hold, and this means increasing exposure to the right sectors and groups in 2H19 and well into 2020. There is a burgeoning evidence of a market rotation away from safety stocks, such as...

'Hated' Rally of 2019 Faces Crucial FOMC Meeting Week

– Probabilities favor an equity rally post FOMC rate cut – Defensive sectors outperform in first three months after non-recessionary cut – USD headwind for stocks to fade with cut As just about anyone who isn’t living under a rock expects, the U.S. Federal Reserve Board is set to cut...

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