Get Fidelity’s perspective and expertise on sector investing strategies.
Stocks got off to their worst start since the Great Depression: The S&P 500 lost 7%, as of January 26, after finishing marginally in the green during 2015. As bulls and bears battle for control of the market, it may now be more important to be selective in your investment decision making than at any point during the nearly seven year rally.
Low energy prices, rising interest rates, and a slowing China growth engine are shifting the investing landscape as investors head into 2016. What segments of the market are likely to outperform? And which could sputter? Click on any of the sectors below to see what our experts think—and why. Among the areas where they see opportunity are well-positioned companies within e-commerce, biotechnology, auto part manufacturing, cell tower operators, and office property REITs.
The life of a shopper seems to get better and better. Order pizza from your phone, watch the latest releases without a cable subscription, or pay for a cab without ever reaching for your wallet. These now-commonplace activities aren’t just making it easier to shop. Innovations are reshaping the way people shop and pay for goods and services, and potentially creating opportunities for stock investors, at a time when consumer health is improving. (Read Viewpoints: Business cycle update: consumer-driven growth).
2015 has been a volatile year for global stocks, and it was particularly so for emerging markets. The MSCI Emerging Markets Index rose as high as 1,067 in April and fell as low as 771 on August 24. More recently, emerging markets appear to have stabilized after the summer selloff.
Past performance is no guarantee of future results.
Find out why sector exposure matters and how sectors can help boost performance.
A look inside sectors
Get the latest sector news and insights to better manage your portfolio.