Double checking these to see if the answer circled is correct or not. 12. 4 Whic

Question

Double checking these to see if the answer circled is correct or not.

12. 4 Which of the foll will soon begin to recover from a recession owing best describes a sector rotation strategy if you believe the economy weights in your equity portfolio from healthcare to transportation stocks sting the weights in your equity portfolio from transportation to healthcare stocks shifting weights in your portfolio from debt to fixed-income equity securities. performing "bottom-up" fundamental analysis to pick stock that you think will beat the c market

Explanation / Answer

First option is correct.
During recession Consumer stables, utilities, Healthcare and telecommunication services are less economicall sensitive sectors , these sectors outperformed during recession time but economically and interest sensitive sectors like information technology, financial,material, industrial , transportation sector have underperformer during the recession.
Now the economy is recovering from recession there is a chances the transportation sector will outperform.

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