Ep 113: Sarah Ketterer: Why Cyclicals Have More Room To Run
Investing With IBD
00:00
How to Double Down Into High Quality Cyclic Companies
By March 23rd of last year it was very clear, like crystal clear to long-term investors such as Causeway, that it's time to double down into high quality cyclical companies. And then in November, it became clear to make sure we had that cyclical exposure because the market was being rewarded. Now well into 2021, it's not as clear which way to go. Some of the defenses look attractive, but also we're not abandoning the cyclicals.
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