Quad 1: Goldilocks Best Asset Classes: Equities, Credit, Commodities, FX Worst Asset Classes: Fixed Income, USD Best Equity Sectors: Tech, Consumer Discretionary, Materials, Industrials, Telecom Worst Equity Sectors: Utilities, REITS, Consumer Staples, Financials, Energy Best Equity Style Factors: High Beta, Momentum, Leverage, Secular Growth, Mid Caps Worst Equity Style Factors: Low Beta, Defensives, Value, Dividend Yield, Small Caps Best Fixed Income Sectors: BDCs, Convertibles, HY Credit, EM $ Debt, Leveraged Loans Worst Fixed Income Sectors: TIPS, Short Duration Treasurys, MBS, Treasury Belly, Long Bond Quad 2: Reflation Best Asset Classes: Commodities, Equities, Credit, FX Worst Asset Classes: Fixed Income, USD Best Equity Sectors: Tech, Consumer Discretionary, Industrials, Energy, Financials Worst Equity Sectors: Telecom, Utilities, REITS, Consumer Staples, Health Care Best Equity Style Factors: Secular Growth, High Beta, Small Caps, Cyclical Growth, Momentum Worst Equ...