Savita Subramanian - Bank of America Merrill Lynch

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Last quote by Savita Subramanian

This record overweight has helped managers beat their benchmarks so far this year, as tech continues to outperform all other sectors.feedback
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Aug 01 2017
Savita Subramanian has been quoted 24 times in 16 different articles. On this page, you will find all of Savita Subramanian’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Savita Subramanian speaks about are S&P, Clinton, and policy, for example. Most recently, Savita Subramanian was quoted in the article Investors are more crowded into tech stocks than ever before saying, “Over the last several years, buying the most underweight stocks and selling the most overweight stocks has consistently generated alpha.”.
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Savita Subramanian quotes

Dec 07 2016

We get stimulus. We get tax cuts. We get, you know, slowly rising interest rates. We get kind of healthy inflation and everything kind of comes in just right.feedback

Dec 07 2016

In that scenario we see the market as low as 1,600. Really kind of a binary year. This is really bad policy. We get all the negatives, and the positives are under-delivered. This is basically trade wars, protectionists trade policies. Instead of healthy inflation we get stagflation, rates maybe rise too quickly or they don't rise at all.feedback

Dec 07 2016

We're really listening to the rhetoric in D.C. We're trying to figure out how likely it is we will be the growth-improving reforms we've heard about.feedback

Nov 09 2016

With Trump winning the election, expect heightened volatility and downside risk in the near term as polls and prediction markets until last night had been pointing to a Clinton victory. We expect lack of clarity around Trump's policies – from feasibility to prioritization – will likely weigh on sentiment and pressure already muted business investment.feedback

Oct 09 2016

Health care has taken it on the chin because of Hillary [Clinton] risk and fears that the M&A cycle is over.feedback

Oct 09 2016

They are both pretty cheap on a relative basis.feedback

Sep 15 2016

Take oil out of the equation. Take the dollar out of the equation. You still have no demand recovery. That's what I worry about.feedback

Sep 15 2016

This is the first time I've felt really worried about the S&P.feedback

Sep 14 2016

But the benefits from stimulus have meaningfully worked their way into these stocks already.feedback

Jul 20 2016

There has been a tremendous trade out of healthcare. It's no longer the loved, hottest sector, valuations are discounting a reasonable amount of risk, and we think that there is a buying opportunity here.feedback

Jul 13 2016

On some levels, there is a big yield grab going on.feedback

Jul 13 2016

Another leg down in oil prices could drive the U.S. market down as well.feedback

May 23 2016

Our house view is that we're going to see one rate hike this year; I think the market might be positioned for that, but anything more than that would actually roil the markets, especially in June.feedback

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