Will
cyclical companies continue to do well?
Not exact matches
Given this dynamic, we'd
continue to focus on more
cyclical, less rate - sensitive segments of the U.S. equity market: technology, financials and integrated oil
companies.
We expect this rotation to persist and
continue to advocate that investors underweight bond market proxies, like utilities, instead favouring
cyclical growth
companies, which should benefit from a stronger economy
We expect this rotation to persist and
continue to advocate that investors underweight bond market proxies, like utilities, instead favouring
cyclical growth
companies, which should benefit from a stronger economy
Growth stocks
continue to dominate, as they have for most of the past decade, led by strong performers including the much - publicized Internet giants, together with more
cyclical semi-conductor
companies.