Sector Breadth

Wednesday, February 15th, 2017   Categories: , ,

Measuring support for our overweight calls

Sector recommendations can be stock recommendations in disguise, if performance depends narrowly on one or two large companies. Our overweight recommendations on Financials in the US, the UK and the Eurozone all enjoy broad-based support, as do US and Eurozone Industrials and UK Materials. The overweight calls on US Technology and Eurozone Materials depend heavily on one stock and are therefore lower quality.

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