The diversity of business lines within the Industrials Sector is a benefit when the economy is growing, and cyclicality is preferred
Industrials Sector December Outlook—Industrials Continue to show Steady Improvement Read More »
Industrials have been constructive, but have been too broadly exposed to lead the market
Industrials Sector November Outlook—Industrials Continue to be Steady but Unspectacular. Read More »
We are remaining long XLI on expectations that implementation of Dovish Policy, Geopolitical tailwinds and a broad array of business lines will insulate the sector from downside risks
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