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Special Report : Cyclicity vs Defensive profiles
Macro-economic perspective
"The market panic over yield curve inversion, rush head long into defensive assets: this strategy is in its last innings" ( original article from the August 2019 issue of The Capital Observer, published 15th August 2019)
Cyclical and technical perspective
"Cyclicity is oversold, yet its bottoming process is still underway" ( updated article from the August 2019 issue of The Capital Observer, published 15th August 2019)
