ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "September Analyst Survey Results, Changes To Our US Sector Views"
Episode Synopsis
Two big things you need to know: First, globally our analysts are generally constructive on performance, valuations and interest rates, with Materials most in favor and Consumer Staples most out of favor across all of the questions we asked. Second, within the US we are reiterating our overweights on Financials and Materials, upgrading Health Care to overweight, and downgrading Utilities to market weight. Energy remains a tactical overweight but goes on downgrade watch.
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