US Equity Sector Strategy – Top-down driven recommendations
​The report contains top-down driven investment recommendations with a 6-12 months investment horizon.
The strategy currently recommends an overweight in the following sectors: Technology, Financials, Oil and Basic Materials, Industrials.Â
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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