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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.

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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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