Strategy Report
What To Do With Semis, Growth, And Energy
Outperformance of Growth sectors most likely has run its course. It is time to shift Growth vs. Value allocation to neutral, downgrade Semis, and upgrade Energy to overweight.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | US Equity Strategy
The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamics shape risk and opportunity across US equities.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.