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liam_flaherty

Liam Flaherty

Senior Analyst, Index Investment Strategy, S&P Dow Jones Indices

Liam Flaherty is Senior Analyst, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The Index Investment Strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices.​
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Feb 3, 2026

Stocks, Sectors and Success?

The recent market rotation toward small caps and value has also extended toward sectors,1 with Technology, which was one of the top-performing sectors of 2025, turning from a leader into a laggard in January. Meanwhile, cyclical sectors including Energy and Materials have outperformed. But how challenging have the conditions been for sector allocators? Exhibit 1…

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