Not exact matches
He would look for weakness in
cyclical names, which are
more sensitive to better economic growth.
Other rate - sensitive assets (e.g. utilities, gold) sold off as well, and the rotation out of defensive
names into
more cyclical companies is evident in recent fund flows.
Other rate - sensitive assets (e.g. utilities, gold) sold off as well, and the rotation out of defensive
names into
more cyclical companies is evident in recent fund flows.