Upgrading Technology to overweight and downgrading Utilities and Financials to marketweight. Mega-cap strength and positive earnings trends support Technology overweight, but risks remain. Both Financials and Utilities could be re-upgraded in the 2H as the election and Fed easing draw closer.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.