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Feb 06 2018

Leuthold Thematic Baskets 2.0

  • Feb 6, 2018

After a hiatus of several years, we are re-introducing one of our favorite analytical tools. A thematic basket is a custom-designed set of assets which are exposed to, and will react similarly to, a common theme. Our first new thematic basket is “Capital Spending Beneficiaries.”

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About The Authors

Scott Opsal / Director of Research & Equities
Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager