Healthcare, Technology, and Utilities hold the top 3 global sectors.
Communications lost its 3rd place position to Utilities.
Global sector model is benched against MSCI World. YTD it is tracking it well or a slight outperformance.
The look back rankings compared to last week and last month is as follows:
(nb. 1 indicates strongest momentum)
The following charts show YTD performance (vs MSCI World, MXWD) and current sector allocations:
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