Why We're Sticking With Energy, The Nuances We See In Industrials

By Lori Calvasina
Published September 12, 2023 | 4 min listen

Today in the podcast, our thoughts on two sectors that are important to the Cyclical/Value trade. Two big things you need to know. First, Energy still looks interesting on our models despite strong outperformance as summer came to an end. Second, we remain market weight Industrials, but find its been one of the more interesting sectors to discuss in meetings, as we see pluses and minuses for the sector that may not be fully understood.

Disclosures and Disclaimers


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Lori Calvasina

Lori Calvasina
Managing Director & Global Head of Equity Strategy, RBC Capital Markets


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