2024-02-23 04:05:00 ET
Summary
- Within healthcare, an area that has been negatively impacted the last couple of years is the pharmaceutical manufacturing value chain.
- Several capital goods and materials sectors experienced recessionary conditions last year, which caused weak fundamentals and pullbacks in the stocks.
- The starting point for fixed income markets is very different from where we were a year ago.
As active managers, our sector analysts are constantly working behind the scenes evaluating companies, building shopping lists, and finding opportunities....
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For further details see:
Sector Insights: What Could Go Right In 2024?