Time to trim tech

This month, we cut our allocation to the technology sector to a neutral, or benchmark allocation. Importantly, this is not an outright negative call on the tech sector. Rather, we now see a more balanced risk vs. reward trade-off for the sector.

To offset our tech downgrade, we are reducing the magnitude—but still maintaining—our underweight to the utilities sector.

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Client Call


For live insight from the CIO team, join our monthly call.

Date: April 5, 2018

Time: 1:00 PM ET

Dial in 877-200-4456 (Int’l: 785-424-1743)

Passcode: 46502#

Jeremy Zirin

Head of Investment Strategy Americas
Chief Investment Office
Global Wealth Management

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