Ditch cyclical for tech, health-care stocks going into 'weaker' 2019: Credit Suisse

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Ditch cyclical for tech, health-care stocks going into 'weaker' 2019: Credit Suisse
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The stock market is headed higher but investors should make some changes in their portfolios to accommodate shifts in the landscape, says Credit Suisse's Jonathan Golub.

 

Pardon my ignorance but if we're going into a downward cycle then why would tech or healthcare do well? They're two expensive products, and one would imagine people would have a harder time making big purchases during a recession.

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