Market Events
Video Insights: Sector Views
Consumer
Consumer staples performing relatively well, but unattractive risk-return profile over a 1-3 year time horizon.
Energy
Falling oil demand reaching unchartered territory as geopolitical tensions create risk of exhausting oil storage capacity.
Financials
Underperforming due to plummeting interest rates and rising commercial loan defaults
Health Care
Health Care has performed relatively well in a tough environment.
Industrials
GDP decline means Q2 will be a very poor quarter from an earnings perspective.
Technology
Mobility platforms all benefiting.