Equity sector models and strategy: still OW on Value but turning more constructive on staples

In Short

In the last month, equities were able to advance further thanks to a lingering good macro momentum with central banks reassuring against a bold hawkish change in stance. Furthermore, vaccinations progressed well, and the activity reopening in the euro area (EA) continued.
Equity sector models and strategy: still OW on Value but turning more constructive on staples
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