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The Weekly Globe


/ 28 Sep 2020

The Weekly Globe

Moving to Neutral US Equities. We have moved our weighting in US Equities from Underweight to Neutral as US Equity markets have corrected ~10% from their recent highs. The correction was driven primarily by the technology sector as valuations got extended, and the sector rallied up and down due to option related activity from retail and institutional investors. Economically sensitive sectors have held in better during the sell-off as trends in transportation, auto, housing, and industrial sectors have continued to improve.

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