Quarterly Sector Update

Second Quarter 2021

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Scorecard: Bullish on Financials and Energy

Posted: 4/30/2021 by Denise Chisholm, Sector Strategist

Cheap valuations, relative strength, and the prospect of a continued economic recovery contribute to a constructive outlook for the financials and energy sectors. Conditions may be less favorable for sectors with more defensive characteristics, including utilities and communication services, which have historically been less likely to benefit from economic recovery. Real estate may also face headwinds in the form of high valuations and challenged fundamentals.

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