We do not expect the recent market volatility and correction to greatly alter our 2018 sector positioning. The relentless outperformance of Growth sectors in 2017 has continued into 2018. Growth sectors have tended to outperform nine months following spikes in volatility, suggesting outperformance could continue. We remain comfortable with our Financials overweight, though we also acknowledge Growth's leadership over Value. We may soon further reduce Energy and increase Discretionary weightings in our sector allocation.
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