5 min listen
Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes
Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes
ratings:
Length:
4 minutes
Released:
Apr 24, 2024
Format:
Podcast episode
Description
The big things you need to know: First, we’ve just completed our quarterly survey of RBC’s equity analysts around the globe and found that optimism on performance persists for most sectors and coverage regions, despite the challenges associated with higher interest rates. Second, with a fresh set of survey results in hand we are making three changes to our sector recommendations. Within the US (and S&P 500 specifically) we are upgrading Materials to overweight, downgrading Health Care to market weight, and downgrading REITs to underweight.
Released:
Apr 24, 2024
Format:
Podcast episode
Titles in the series (100)
Economic Surprises & Lions – Oh My! by RBC's Markets in Motion