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June 10, 2015 at 06:16 AM
(Bloomberg Business) — In a note out late yesterday, Credit Suisse took a look at how equity views differ among major investors.
Titled “Carving Up The Consensus: Comparing Hedge Fund, Mutual Fund, & Sell-Side Positioning By Industry Group, For US Large Cap & Small Cap,” the analyst team led by Lori Calvasina and Sara Mahaffy answered two important market questions: What does everybody love and what does everybody hate?
According to their research, a consensus across all groups is pretty rare but it does occur. So what does everybody love?
Within the large cap space it’s food and staples retailing; real estate; and pharmaceuticals, biotech and life sciences.
