FSI Sector Allocation

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FSI Sector Allocation

You are currently reading an old outlook from our archives. Please consider reading our latest outlook here before making investment decisions and changes on your portfolio.

January Outlook 2023

Tickers in this report: $XLV, $XLP, $XLK, $XLE, $XLU, $XLI, $XLB

I did a deep dive into my sector (GICS L-1) work and have updated my thoughts. The main positioning takeaways remain unchanged from my last couple of updates — relative attractiveness for Defensive non-cyclicals and select offensive Growth, with above-Neutral views for Health Care, Staples, Utilities, and Energy. I remain below-Neutral on Cyclicals (CD, Materials, Industrials, Financials, and Comm Services).

I did a deep dive into my sector (GICS L-1) work and have updated my thoughts.  The main positioning takeaways remain unchanged from my last couple of updates — relative attractiveness for Defensive non-cyclicals and select offensive Growth, with above-Neutral views for Health Care, Staples, Utilities, and Energy. I remain below-Neutral on Cyclicals (CD, Materials, Industrials, Financials, and Comm Services).

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FSI Sector Allocation

You are currently reading an old outlook from our archives. Please consider reading our latest outlook here before making investment decisions and changes on your portfolio.

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