Business
Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes
2024-04-24
Download
Right click and do "save link as"
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.
More Episodes
Dollar Difficulties in the Distance
2021-03-31
2021-03-31
Why We’re Intrigued With Mid Caps
2021-03-12
2021-03-12
Why We Still Like Financials
2021-03-05
2021-03-05
The Biden Playbook For US Equities
2020-07-29
2020-07-29
2nd Half Outlook For US Equities
2020-07-22
2020-07-22
Defensive Backdrop To Earnings
2020-07-14
2020-07-14
Signs of Stress
2020-07-01
2020-07-01
Economic Surprises & Lions – Oh My!
2020-06-22
2020-06-22
Sizing Up Small Caps
2020-06-12
2020-06-12
Get this podcast on your
phone, FREE
