September Analyst Survey Results, Changes To Our US Sector Views

In this podcast we discuss the results of our latest, quarterly global RBC analyst outlook survey, and their impact on our US sector recommendations. Listen now.

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By Lori Calvasina
Published October 10, 2024 | 1 min read

Two big things you need to know: First, globally our analysts are generally constructive on performance, valuations and interest rates, with Materials most in favor and Consumer Staples most out of favor across all of the questions we asked. Second, within the US we are reiterating our overweights on Financials and Materials, upgrading Health Care to overweight, and downgrading Utilities to market weight. Energy remains a tactical overweight but goes on downgrade watch.

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Our experts

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

 

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