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ML Sectors Strategy
    Telecoms and Energy stocks fared the worst in 2017 and they are likely to be as dull in 2018.
  • Utilities and energy seem to drift closer to each other as energy stocks resemble utilities stocks in many ways.
  • Consumer staples, healthcare and real-estate stocks are bundled together by performance by their real estate underlying.
  • But real estate sector upside could be limited in the higher rates environment.

Idea In the Report