Recent rise in global yields is consistent with a move into the mid-stage of the global economic cycle. This supports a tactical tilt toward cyclical and away from defensive sectors. Rising European yields would benefit the Financials sector most, while rising inflation expectations would support the Energy and Materials sectors.
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.