Skip to main content
Citi

Citi Wealth Insights

Could Cyclicals Continue to Outperform Defensives?

Could Cyclicals Continue to Outperform Defensives?

A dovish Fed, signs of turnaround in global macro sentiment and reducing trade risks are supportive for continued outperformance of cyclicals over defensives.
Continue Reading
-

US Health Care: Navigating the Sector’s Political Risk

By focusing on the segments least impacted by political risks, investors can still benefit from the sector’s late cycle earnings resilience and long-term demographic tailwinds.
Continue Reading
The Rise of Digital Disruption

The Rise of Digital Disruption

Citi analysts believe the unstoppable trend of digital disruption has far to go, especially in three digitally disruptive technologies – artificial intelligence (AI), robotics and automation, and blockchain.
Continue Reading
What’s Next for Tech?

What’s Next for Tech?

Technology stocks fell in October's sell-off, posting the worst month since 2008.
Continue Reading
Cyclical Stocks: Further to Run?

Cyclical Stocks: Further to Run?

Citi analysts think it is too early to give up on cyclicals as continued growth in the global economy may indicate that cyclicals are due to bounce back.
Continue Reading
Trade Tariff Watch: Autos

Trade Tariff Watch: Autos

What are the knock-on effects if the US imposes a 25% trade tariff on imports of automobiles and auto parts?
Continue Reading