Equity Analysis /
United States of America

US : Strategy - Institutional Equity Strategy | Fishing For That Rare CARP (Cyclicality At A Reasonable Price) - Is Real Estate A Cyclical Or Defensive Sector? Yes....

    Contributors
    Frank G. Louthan, IV
    William A. Crow
    Leslie Vandegrift
    CGS-CIMB
    14 January 2021
    Published byCGS-CIMB

    In this "early cycle" market rally since the 3/23/2020 bottom and especially since V-day (11/8/2020, when Pfizer vaccine data was made public), sector performance has been completely logical as investors have sold stocks in defensive sectors and asset classes to purchase stocks in cyclically expose