Downgrade of bond-proxies completes our rising-rate trade. Downgrading Telecom sector to marketweight, Utilities sector to underweight. Downgrading Health Care Equipment & Supplies, Health Care Providers & Services, Diversified Telecom industries to marketweight, and Electric Utilities and Tobacco to underweight. Upgrading Health Care and the Pharma industry to marketweight. Taking more of a wait-and-see approach for other sectors after Trump knee-jerk reactions.
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