Sentences with phrase «benefit cyclical sectors»

Accelerating profits tend to benefit cyclical sectors, and we may still be in the early innings — given that the average US profit recovery has lasted approximately 4 years.

Rising inflation and interest rates should benefit cyclical sectors, such as Financials, relative to bond proxies,» Kostin added.

«Rising inflation and interest rates should benefit cyclical sectors, such as financials,» Kostin said.

From an economic perspective, faster GDP growth historically benefits cyclical sectors, which include financials and energy, while the defensive sectors like utilities have historically underperformed in a faster growth environment due to rising interest rates.

Not exact matches

We continue to favor cyclical sectors, like Consumer Discretionary, Financials, Industrials, and Health Care, as they are likely to benefit the most from policy reform and an increase in economic growth.

Ideally, when it comes to which sectors you're investing in, you'll have a nice mix of both defensive and cyclical stocks — meaning companies that should hold up well in all kinds of markets (like utilities) and others that can be expected to perform particularly well in certain economic environments (like hotels and restaurants, which benefit when the economy is booming).

Projected earnings growth is now mostly coming from cyclical sectors that benefit from improving global growth and a weaker euro.

We recommend that investors looking to benefit from the new stimulus focus on cyclical equity sectors, which we already favor.

As a cyclical, value sector, and arguably the only one that can directly benefit from rising interest rates, financials should be performing well.

From an economic perspective, faster GDP growth historically benefits financials and cyclical value sectors like energy.