Are Staples and Health Care Poised for More Outperformance?

June 22, 2015
By Bryce Coward, CFA in Economy, Markets

Today’s cyclical jolt aside, it appears from glancing at relative performance charts of growth counter-cyclicals (our code wording for the Consumer Staples and Health Care Sectors) that they could be poised for a relative performance breakout. Indeed, in all major regions of the world, growth counter-cyclicals are outperforming – or look poised for another leg up – against the relevant broad equity benchmark. Charts below.

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