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The Fred Report - Sector Review April 2015

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We remain with XLF and XLV as over weights. XLF stands to benefit from rising rates but looks to be a second half story. XLV has continued to trade well in a choppy market so we stay with this for now – we keep thinking we should downgrade this but cannot find an adequate technical reason to do so. We remain under weight XLB and XLU, but are watching XLU carefully as it is a great bond substitute on a multi-year basis. 

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