On balance, we believe the market will move modestly higher in the short-term. As we believe the economy is still recovering, we recommend over weighting the portfolio in cyclical sectors and underweighting countercyclical sectors. Like all soothsayers, we can only hope our glass is half‐full.
Anemogiannis, Elena; Castillo, Tatiana; Smailov, Saken; Iznaga, Juan; Simmonds, Christopher; Flick, Garrett; Trevisani, Thomas; Ward, Charles; and Li, Ang, "Crummer SunTrust Portfolio Recommendations: Crummer Investment Management " (2014). SunTrust Portfolios. Paper 28.