Tag: Defensive stocks

European Cyclicals Cheap As Equities Climb

European Cyclicals Cheap As Equities Climb

A July 8th report from Barclays Equity Research suggests a sea change is coming to European equity markets, and, moreover, the transition from defensive stocks to cyclical stocks is already underway. Barclays analysts Dennis Jose and colleagues argue that the […]

Alarm Clock Goes Off on Dream Stocks

Alarm Clock Goes Off on Dream Stocks

Momentum Stocks Get A Harsh Wake-Up Call by AllianceBernstein Investors have recently woken up to the reality of overpriced US momentum stocks in technology and biotech. But a knee-jerk shift toward defensive sectors isn’t the answer. In early April, money […]