Question 2 a} Kathy's equity portfolio invested 55% in the Technology sector, 32% in the Mining 8; Resources sector, and 13% in the Consumer Staples industry, such as businesses selling food and groceries, etc. The stock market has experienced a boom for the past several months; however, recent economic data suggests that the economy is slowing down, and it may head towards a recession within a year. Kathy asked you for investment advice. Page 3 of 1b MAFEI]? Equity and Investment Analysis Trimester One 2022 Examination i) Using your knowledge of sector rotation strategies, will you advise Kathy to change her current portfolio holdings? Why or why not? Briey discuss your answer with justications. ii} Suggest two sectors in which Kathy may invest to get better returns in the forecasted economic condition. Explain your answers with justications