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Cyclical Investing

Sector and Asset Allocation in Cyclical Investing

Investing, Macro, PortfoliosBy Pawel Cylkowski24 August 2020Leave a comment

Assume you have now determined which cycle phase we have now? Want to figure out which sectors are best to invest in now and poised to outperform? In this post I shortly explain the general common knowledge as to the relative performane of different sectors throughout the business cycle. Also, I will explain how Smart…

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