Following our mid-October downgrade, we are staying on the sidelines with Tech, while also reiterating our overweight on Health Care.
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The big things you need to know
First, we are staying on the sidelines with Tech following our mid October downgrade, while also reiterating our overweight on Health Care.
Second, we add to our thoughts on the midterms, highlighting how recent developments impact our view of the set up, and what we’ve learned from our ongoing review of the big issues in close races that could be relevant to sector calls going forward.
Third, we highlight the recent inflection in Small Cap performance relative to Large Cap and walk through why we’re turning constructive on Small Caps for now, plus risks to our view.
