Tag Archives: cyclical sectors
Terrible Twos
Life has been a little eventful since we last checked in. Under normal circumstances, this blog would review March and Q1 performance of S&P 500® sectors and blends. Yes, tariffs are the elephant in the room we’ve been unable to avoid all year, but as of April, that elephant seems to have invited the rest…
- Categories Equities, S&P 500 & DJIA
- Other Tags
- Categories
- Equities, S&P 500 & DJIA
- Other Tags
Rotating Australian Cyclical and Defensive Sectors Over Global Economic Cycles
Rotating between cyclical and defensive stocks across economic cycles is a common approach for investors to take advantage of different economic phases. Energy, materials, industrials, consumer discretionary, financials and information technology are traditionally considered cyclical sectors, as stocks in these sectors have tended to be highly correlated to economic cycles. In contrast, consumer staples, healthcare,…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags

