Thoughts on Sectors Heading Into 2023

By Lori Calvasina
Published December 21, 2022 | 5 min listen

Three big things you need to know: First, our analysts have a slightly positive tilt in their outlooks for performance over the next 6-12 months, as well as on other hot topics. Second, on our survey our analysts were most constructive on the performance outlooks for Health Care and Energy, followed by Tech, Utilities, and REITs, with the weakest outlooks for Consumer Staples, Industrials, and Consumer Discretionary. Third, in terms of our own US equity strategy sector recommendations, which leverages our analysts’ views as well as our own tools, we are overweight Energy, Financials, Health Care, Utilities, and Technology, and underweight Consumer Staples and Consumer Discretionary.

Disclosures and Disclaimers

View audio transcript

Lori Calvasina

Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets

Lori CalvasinaMarkets in motionRBC podcastStock market

Stay Informed

Get the latest insights from RBC Capital Markets delivered to your inbox.