HomeLoreen Gilbert On Which Sectors Could Outperform This Year
Loreen Gilbert On Which Sectors Could Outperform This Year
Loreen Gilbert expects more stimulus in the form of direct payments and public spending which should help create more jobs. She sees a positive sector outlook on consumer cyclicals, health care, and industrials. She sees a neutral sector outlook on technology and financials while a negative sector outlook on consumer staples and energy. Her themes to watch include ESG, Renewable energy, and digital infrastructure.
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21 Jan 2021

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