Investment Research Update

First Quarter 2023

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Cyclical Sectors May Outperform Despite Weakening Economy

Posted: 1/24/2023 by Denise Chisholm, Director of Quantitative Market Strategy

A combination of good fundamentals and low valuations have made the health care sector appealing, while supportive valuations and economic indicators have boosted the outlook for materials. Defensive characteristics may drag on performance for communications services and utilities, while information technology may be fully valued.




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