Shelter From The Upcoming Storm In Health Care, Tech And Utilities

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Rupert Hargreaves
Published on
Updated on

Shelter from the upcoming storm in Health Care, Tech and Utilities while selling financials and energy, that’s the view of Deutsche Bank’s North America equity strategists David Bianco and Ju Wang. BoA: It’s Time To Buy Stocks In a note to clients sent out at the end of last week, the duo writes that they expect the US dollar to strengthen further this year and 10-year Treasury yields to stay well under 2% for the foreseeable future as macro headwinds push investors to seek out safe haven assets. This trend will also limit any advance in oil prices and pressure…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk