NDR – Social Undistancing: Shifting from Covid-19 winners to losers.
During the Covid-19 crisis we have maintained overweights on what we believe are Covid “winners”. We break winners into three categories — Covid Staples (select Health Care companies), Consumer Staples, and Computer Staples (mega-cap Technology companies). Meanwhile, we have steered clear of Consumer Discretionary and Industrial sub-industries most negatively impacted by social distancing.
However, with select state economies reopening and hope on the vaccine front, sentiment may soon shift for Covid “losers”. Those companies most negatively impacted by social distancing could outperform what have been Covid “winners”. Our webinar will take a look at indicators that can tell us when to shift from safe-haven winners to the riskier losers, and which names are likely to rebound the soonest. Please join us as we explore this “social undistancing” theme.
Sponsored by: NDR
Speaker: Pat Tschosik, Ned Davis Research
Date: Thu, Jun 25, 2020 12:00 PM – 1:00 PM EDT
Note: If you can’t join live, register and we’ll send you the recording.
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