Denise Chisholm's sector and factor perspectives – May 30, 2024

With the healthcare and energy sectors on the decline, and the tech and utilities industries on the rise, we look at how the increasingly concentrated market is leading to many companies going private, and how this effects the defensive sector. Director of Quantitative Market Strategy, Denise Chisholm, explores why defensive sectors such as financials and industrials are standing out, reasons why consumer discretionary is struggling, and what this could mean for your investment portfolios. Denise also discusses why operating margins are declining, the importance of diversification, and how the recent performance of the tech industry makes it the new stable sector.

 

Recorded on May 30th, 2024.

 

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