ING IM tips cyclicals to lead the way in 2015
Cyclicals will outperform defensives by 6% this year with consumer discretionary, industrials and technology all delivering earnings growth of at least 10%, according to INGs Patrick Moonen.
Cyclicals
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Time to rotate as bond proxies priced out
An inflection point is taking place across equity markets inviting investors towards more cyclical names.
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PA ANALYSIS: Is momentum making investors positively defensive?
As Woodford and Mott turn round poor relative performance defensives may be the place to be.
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PA ANALYSIS: Investors still buying into cyclical story
Professional and private investors continue to buy up equities in record levels as cyclical sectors.