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FYI: It wasn’t long ago that energy stocks were left for dead and health care stocks, particularly biotech, was the toast of the town. Now, fund managers are buying into the “reflation” trade, or the rally in beaten down cyclical sectors that benefit from rising inflation. At the same time, they’re cutting back on their exposure to health-care stocks. Regards, Ted http://blogs.barrons.com/focusonfunds/2016/06/29/fund-managers-flocked-to-energy-materials-in-2q/tab/print/
