I want to understand better how each sectors, regions or factors perform in different environments. Basically to be able to know from a top-down approach if in this or future economic situations I should invest more in cyclicals/tech, small/large caps, US or emerging markets, etc, when to enter and when to exit. Mostly looking for books, but any educational material would be really helpful.
I've seen the book recommendations of this and other subs, but couldn't find any that focuses on a top-down perspective.
Submitted February 10, 2023 at 06:23AM by Manneyus https://ift.tt/WSDAyhK
