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Style Chart Pack: The One About Utilities, Materials, And Zombies Among Us

by Irene Tunkel, Chief Strategist  

The market has been held hostage by surging rates. Zombie companies are “alive” and are multiplying – they are highly sensitive to surging borrowing costs. Underweight Utilities to reduce portfolio duration. Maintain neutral positioning of Basic Materials but take a granular approach to allocations within the sector.

BCAリサーチ | US Equity Strategy

Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.

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