2022 US sector outlook

Among the top opportunities within sectors: AI, luxury goods, sustainability, bioprocessing, commodities, and REITS.

2021 was another outstanding year for investors in US companies, as the S&P 500® delivered a 29% total return. Will 2022 look like more of the same, or might COVID variants, supply chain issues, inflation, and other market risks derail the market's post-pandemic momentum?

If you're looking for investing ideas to complement your existing investment mix or you're trying to build a diversified portfolio, there are potential opportunities across all US sectors. These include companies capitalizing on COVID-related trends, the rise of artificial intelligence, relatively higher commodity prices, an increasing focus on sustainability, a shifting REIT landscape, content providers for the streaming wars, and more. 

Read on to discover Fidelity’s best sector ideas.