Healthcare, Technology, and Consumer Discretionary continue to hold the top 3 global sector positions
No change here for over a month
Global sector model is up 9.8% y/y, against MSCI World +8.35%
YTD the Global Sector Model is +3.6% v +3.2%
The look back rankings compared to last week and last month is as follows:
(nb. 1 indicates strongest momentum)
The following charts show Y/Y performance (vs MSCI World, MXWD) and current sector allocations
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