Technology, Communication Services, and Industrials remain our preferred sectors, supported by AI investment, digital transformation, and infrastructure spending. Consumer Staples and Real Estate remain least favored. Our latest Sector Insights unpacks what’s driving the shifts, how to stay positioned and drive client conversations.
Monthly Sector Insights are published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.