Yet as America shifts resources from the public to private sector, equities will continue to outperform.
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Regardless, equities in the housing sector are on fire.
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Meanwhile, I was unhappy to see GM cut its sector allocation to equities from 28 percent in 2009 to 14 percent last year.
Chinese stock markets managed to eke out gains on companies' overseas investments and Beijing's measures to support the ailing export sector, and South Korean equities gained on favorable industrial data.
The tech sector was gaining along with most equities Wednesday.
In a day in which U.S. equities were trading in the red, the energy sector was surging on the prospects of higher oil prices.
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When choosing stocks, he concentrates on finding the right sector first and then drills down to equities with relatively attractive price-to-sales ratios and return on equity.
Although stock or index selection is generally based on volatility characteristics and the size of specific equities, low volatility ETFs, de facto have sector concentrations investors should keep in mind when they are making their selections.
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Trading assets for equities is highly dependent on the performance of the financial services sector, and capital markets in particular.
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As a result, worries about the European banking sector have meant another round of steep losses in equities, with shares of some French banks posting double-digit percentage losses.
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This, in turn, has sparked a rally in equities: reduced uncertainty and gradually improving economic fundamentals should benefit the private sector, lifting stocks.
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In managing a portfolio that has a bias toward equities the balance is usually a combination of cash equity and index or sector tracker funds.
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