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Thoughts on Sectors Heading Into 2023

Thoughts on Sectors Heading Into 2023

FromRBC's Markets in Motion


Thoughts on Sectors Heading Into 2023

FromRBC's Markets in Motion

ratings:
Length:
5 minutes
Released:
Dec 21, 2022
Format:
Podcast episode

Description

Three big things you need to know:  First, our analysts have a slightly positive tilt in their outlooks for performance over the next 6-12 months, as well as on other hot topics. Second, on our survey our analysts were most constructive on the performance outlooks for Health Care and Energy, followed by Tech, Utilities, and REITs, with the weakest outlooks for Consumer Staples, Industrials, and Consumer Discretionary. Third, in terms of our own US equity strategy sector recommendations, which leverages our analysts’ views as well as our own tools, we are overweight Energy, Financials, Health Care, Utilities, and Technology, and underweight Consumer Staples and Consumer Discretionary.
Released:
Dec 21, 2022
Format:
Podcast episode

Titles in the series (100)

Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page