Chartbook
Will Uncertainty Derail Growth?
This week we are sending you a sector chart pack. In the front section of the chart pack, we review February’s performance, take stock of the recent macroeconomic developments, and examine whether market rotation will continue. We also review whether the US valuation premium relative to Europe is justified.
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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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