Quarterly Sector Update

Fourth Quarter 2021

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Bullish Setup for Energy, Financials, Discretionary

Posted: 10/28/2021 by Denise Chisholm, Sector Strategist

Low valuations continue to make energy appealing, while poor fundamentals may already be priced in. Recovering fundamentals boost the outlook for financials stocks, which could benefit further if interest rates rise. Consumer discretionary stocks have solid fundamentals, which may help offset high valuations. Weak fundamentals and high valuations could be headwinds for utilities and real estate, especially if interest rates rise.

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