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NDR Sector Allocation Strategy Commentary - March 2024


Breadth improved with all 11 S&P 500 sectors posting positive price gains in February. Consumer Discretionary, Industrials, and Health Care joined Financials and Technology at overweight. Utilities improved to marketweight. Energy and Communication Services deteriorated and joined Materials, Real Estate, and Consumer Staples at underweight.

Ned Davis Research | NDR Sector Allocation Strategy Commentary | Monthly

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