5 min listen
Why We're Sticking With Energy, The Nuances We See In Industrials
Why We're Sticking With Energy, The Nuances We See In Industrials
ratings:
Length:
5 minutes
Released:
Sep 12, 2023
Format:
Podcast episode
Description
Today in the podcast, our thoughts on two sectors that are important to the Cyclical/Value trade. Two big things you need to know. First, Energy still looks interesting on our models despite strong outperformance as summer came to an end. Second, we remain market weight Industrials, but find its been one of the more interesting sectors to discuss in meetings, as we see pluses and minuses for the sector that may not be fully understood.
Released:
Sep 12, 2023
Format:
Podcast episode
Titles in the series (100)
Economic Surprises & Lions – Oh My! by RBC's Markets in Motion