February 3, 2020

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Summer rotation expected as Growth and Defensives handover to Cyclicals and Financials

Since reflation trades topped out between December and February, Cyclical sectors and
Financials have underperformed. During this period, growth stocks and especially Big
Technology have widely outperformed, followed by Consumer Discretionary, also a growth
sector, as well as Defensive sectors (Staples, Healthcare, Utilities). We believe that...

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