In today’s briefing:
- Positive Signals; Growth Sectors Gaining Momentum; Buy Ideas Within Global Growth Sectors
Positive Signals; Growth Sectors Gaining Momentum; Buy Ideas Within Global Growth Sectors
- We are seeing some positive signals that suggest the lows for this bear market may have already been established, or at the very least, that downside is limited from here.
- Still, YTD downtrends remain intact on the global MSCI equity indexes, and we need to see reversals of their downtrends in order to get more constructive at the index level.
- Cyclical Growth Sectors continue to gain momentum and we are upgrading the MSCI ACWI Technology, Consumer Discretionary, and Communication Services Sectors from underweight to market weight. Add exposure.
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