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Citi

Pivot to Growth Opportunities

Key Takeaways

  • Equity markets clocked a strong performance in 2019, with cyclical equities outperforming in 4Q19 in anticipation of a recovery in global industrial production and trade. An absence of new trade shocks could reinforce confidence in the world economic expansion.
  • Overweight global equities: Equity total returns of 6-8% are forecasted in the coming twelve months, with high quality dividend growth likely to be a key contributor. All regions are overweight, with the exception of CEEMEA and LatAm.
  • Growth stocks have typically outperformed in late-cycle bull markets and Citi analysts retain a growth tilt, preferring Technology and Health Care. The favored value sector is Energy, which has lagged oil price movements. 

 

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