Records Are There to Be Broken

Wednesday, February 28th, 2018   Categories: ,

Defensive underweight lasts a long time already

Underweight Defensives is such a consensus call that nobody really bothers to argue the reasons for it any longer. In Europe, our underweight position on Telecom, Utilities, Staples and Healthcare is the biggest it has ever been. The persistence of this underweight is well on the way to challenging the record for any combination of sectors. Consensus is right for now, but everything changes in the end.

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