Publicado en
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.
¿Interesado en el Resumen Ejecutivo de este informe?
Obtenga acceso instantáneo a este Resumen Ejecutivo de BCA Research.
Investigación BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
- Compartir informe
Compartir Report
Temas
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.