Why analysts are leaning toward names that have been beaten up during the recovery

Ron Insana, Schroders North American senior advisor, and Dan Suzuki, Richard Bernstein Advisors deputy CIO, join 'Power Lunch' to discuss the fundamentals of the market, why the cyclical areas of the market are outperforming and how investors should be positioned. If you look at the history of cycles, you want to own the defensive growth names when things are down, says Suzuki. But it's clear that directionally, things are getting better and you want to own the beneficiaries of that cycle he adds.
Fri, Oct 23 20202:37 PM EDT

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