FYI: At times like these—when the overall market is flat and Wall Street in general doesn't expect the S&P 500 to move much higher through the end of the year—there's even greater interest in figuring out which stocks and sectors will outperform.
The team at Credit Suisse AG, led by Chief U.S. Equity Strategist Lori Calvasina, looked at which sectors have the most bullish and bearish consensus views from hedge funds, mutual funds, and sell-side analysts. It does this on a quarterly basis, and here are some of the takeaways from the current positioning compared to historical norms.
Here's a look at the "crowded" trades where all three camps are in agreement:
Regards,
Ted
http://www.bloomberg.com/news/articles/2016-05-11/credit-suisse-these-are-the-sectors-investors-love-and-hate-right-now
