growth stock vs. value stock question into, care, statements, following, question

Analti_Calte

In anticipation of an economic recession, Manager A has shifted equity holdings out of the
financial sector and into the health care sector. Manager B has shifted out of the technology
sector and into mostly utilities. Which of the following statements is most accurate regarding
the performance of each manager?
A. Both Managers A and B would be expected to outperform the broad market.
B. Manager A would be expected to outperform the broad market; Manager B would be
expected to underperform the broad market.
C. Manager B would be expected to outperform the broad market; Manager A would be
expected to underperform the broad market.
the answer is B, and the explanation is that “Growth stocks are more likely to
outperform during and coming out of a recession so a premium would be placed on growth
stocks.”
However, it doesn’t make too much sense considering Walmart’s strong performance during recession. People would invest in defensive stocks (such as utility) in anticipation of an economic recession, I assume? Please help.