Investment Research Update

Second Quarter 2024

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Investors continue to embrace cyclical stocks.

Posted: 4/31/2024 by Denise Chisholm, Director of Quantitative Market Strategy

Potential for an earnings recovery and the long-term fundamental picture favored information technology. Consumer discretionary showed constructive contrarian indicators. Relative valuations favored financials. Conversely, earnings growth for consumer staplers seemed likely to lag in a broader recovery. Looking ahead, the defensive characteristics of utilities could hinder its performance.

Second Quarter 2024 Investment Research Update Video

Denise Chisholm, Director of Quantitative Market Strategy, reviews some key points from Fidelity's Q2 Investment Research Update.

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