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Expect a shift toward cyclical and value sectors, strategist says

CNBC Quarterly Stock Report respondents say the discretionary sector will perform best under the first term of a Biden administration. Many respondents also said they expect utilities and staples to perform poorly during his presidency. Brenda Vingiello, chief investment officer of Sand Hill Global Advisors, joins "Squawk Box" to discuss.
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Mon, Dec 28 20209:34 AM EST