Consumer Staples and Health Care perform best 12 months after a first Fed rate cut. Consumer Discretionary outperforming Industrials after a first cut could be a recession warning. We recommend overweighting Consumer Discretionary and high dividend yielding bond proxy industries for now.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.