About this episode
Today in the podcast, an update on our latest RBC equity analyst outlook survey, which we just completed, plus an update on our own latest US equity strategy sector views. Three big things you need to know: First, in our latest analyst survey, our US industry analysts were most constructive on Energy, Financials, Health Care, and Tech, and least constructive on Communication Services, Consumer Discretionary, Consumer Staples, and Materials. Second, in terms of sectors that we like from a strategy angle, we remain overweight Tech and Financials, and we upgraded Energy and Health Care to overweight from market weight. Third, on the other end of the spectrum, we lowered Consumer Staples to underweight from market weight and upgraded REITs from underweight to market weight. We remain underweight Communication Services.
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