Module VIII·Article V·~1 min read

Cyclical vs Defensive

Global Equities (Developed Markets)

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Cyclical vs Defensive

Sector rotationEconomic cyclePhaseLeadersEarly expansionFinancials, Industrials, Consumer DiscretionaryMid-cycleTechnology, Communication ServicesLate cycleEnergy, Materials, HealthcareRecessionUtilities, Consumer Staples, HealthcareTAA approachOverweight sectors corresponding to the current phase of the cycle. Underweight — laggards.

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