Upgrading Heath Care (MW), and downgrading Consumer Discretionary (MW) and Real Estate (UW). Maga-cap tech divergences have helped several beaten down sectors outperform to begin 2025. We are watching Financials, Energy, and Technology for potential future position changes.
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.