• Early Thoughts on the 2025 S&P 500 Sector Outlook

  • Dec 4 2024
  • Length: 6 mins
  • Podcast

Early Thoughts on the 2025 S&P 500 Sector Outlook

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  • Summary

  • Today in the podcast: Our thoughts on the outlook for the S&P 500 sectors in 2025, with a focus on those where we've made changes to our view.

    The big things you need to know: First, we have upgraded Communication Services from market weight to overweight. Second, we are downgrading Health Care to market weight from overweight. Third, we are downgrading Materials from overweight to market weight.
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