Strategy Insight
Rotation Will Continue
Markets are pricing out the worst trade policy fears, and while tariffs will still dent earnings, the impact looks smaller than initially feared. With sector rotation gaining traction and oversold names rebounding, we are adjusting our portfolio to reflect the rotation thesis.
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BCA Research | US Equity Strategy
Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.
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