From Pragmatic Capitalism:

Credit Suisse says the economy has moved into a contraction cycle. And that means the portfolio require adjustment. They use a cycle-clock indicator to determine their equity allocation based on the performance of particular sectors during various portions of the business cycle. Based on their work, they provide 11 names that are consistent with a slower growth environment:

"We underline that markets are already pricing in a contraction phase, and as such, we resist a 'knee-jerk' change in asset allocation. More specifically, over the past seven contraction phases, equities have...

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