High-Grade Consumers

Credit awards 2002


What was one of the worst calls to make over the past year in your sector that you avoided?

A poor call that we helped our clients avoid was remaining overweight in the consumer sector during the first part of this year, when the sector looked very expensive. When we went on the road in January to deliver our outlook for the year to clients, we raised eyebrows by being one of the only houses to be so bearish on cyclical companies. But, by maintaining that consistently cautious stance,

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