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Dec 05 2020

Revisiting The “Reopening Economy” Theme

  • Dec 5, 2020

We review relative price-action patterns among industry groups belonging to the “reopening economy” theme. These are areas that have been hit hard by the pandemic and should benefit the most from a return to economic normalcy. Conversely, a variety of industries profit on days when it appears that the economic shutdown may be prolonged. Recent performance is incorporated to re-examine the trends.


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About The Author

Kristen Perleberg / Sr. Research Analyst & Co-Portfolio Manager